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Plan Name | STAR ONE CREDIT UNION RETIREMENT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
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
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | REGINA RUTLEDGE | 2023-09-10 | ||
002 | 2021-01-01 | REGINA RUTLEDGE | 2022-09-07 | ||
002 | 2020-01-01 | REGINA RUTLEDGE | 2021-10-07 | ||
002 | 2019-01-01 | REGINA RUTLEDGE | 2020-09-27 | ||
002 | 2018-01-01 | REGINA RUTLEDGE | 2019-09-25 | ||
002 | 2017-01-01 | ||||
002 | 2016-01-01 | REGINA RUTLEDGE | |||
002 | 2015-01-01 | REGINA RUTLEDGE | |||
002 | 2014-01-01 | REGINA RUTLEDGE | |||
002 | 2013-01-01 | ||||
002 | 2012-01-01 | PEGGY CRIST | |||
002 | 2011-01-01 | PEGGY CRIST | |||
002 | 2009-01-01 | PEGGY CRIST |
Measure | Date | Value |
---|---|---|
2022: STAR ONE CREDIT UNION RETIREMENT PLAN 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 74,862,177 |
Acturial value of plan assets | 2022-12-31 | 71,577,301 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 21,563,363 |
Number of terminated vested participants | 2022-12-31 | 47 |
Fundng target for terminated vested participants | 2022-12-31 | 2,700,100 |
Active participant vested funding target | 2022-12-31 | 22,535,735 |
Number of active participants | 2022-12-31 | 100 |
Total funding liabilities for active participants | 2022-12-31 | 24,388,836 |
Total participant count | 2022-12-31 | 217 |
Total funding target for all participants | 2022-12-31 | 48,652,299 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 1,999,431 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 557 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 1,999,431 |
Amount remaining of prefunding balance | 2022-12-31 | 557 |
Present value of excess contributions | 2022-12-31 | 4,233,585 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 4,448,651 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 2,204,173 |
Balance of prefunding at beginning of current year | 2022-12-31 | 614 |
Total employer contributions | 2022-12-31 | 750,000 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 719,080 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 2,315,907 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 719,080 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 217 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 91 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 76 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 46 |
Total of all active and inactive participants | 2022-01-01 | 213 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 4 |
Total participants | 2022-01-01 | 217 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: STAR ONE CREDIT UNION RETIREMENT PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 65,518,790 |
Acturial value of plan assets | 2021-12-31 | 61,654,972 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 19,230,475 |
Number of terminated vested participants | 2021-12-31 | 47 |
Fundng target for terminated vested participants | 2021-12-31 | 2,799,204 |
Active participant vested funding target | 2021-12-31 | 23,646,621 |
Number of active participants | 2021-12-31 | 104 |
Total funding liabilities for active participants | 2021-12-31 | 25,586,106 |
Total participant count | 2021-12-31 | 217 |
Total funding target for all participants | 2021-12-31 | 47,615,785 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 1,788,400 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 498 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 1,788,400 |
Amount remaining of prefunding balance | 2021-12-31 | 498 |
Present value of excess contributions | 2021-12-31 | 4,854,199 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 5,121,665 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 1,999,431 |
Balance of prefunding at beginning of current year | 2021-12-31 | 557 |
Total employer contributions | 2021-12-31 | 4,400,000 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 4,233,585 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 2,240,111 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 4,233,585 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 217 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 100 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 66 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 47 |
Total of all active and inactive participants | 2021-01-01 | 213 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 4 |
Total participants | 2021-01-01 | 217 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: STAR ONE CREDIT UNION RETIREMENT PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 55,283,794 |
Acturial value of plan assets | 2020-12-31 | 54,001,341 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 17,556,341 |
Number of terminated vested participants | 2020-12-31 | 49 |
Fundng target for terminated vested participants | 2020-12-31 | 2,644,753 |
Active participant vested funding target | 2020-12-31 | 20,149,079 |
Number of active participants | 2020-12-31 | 109 |
Total funding liabilities for active participants | 2020-12-31 | 21,863,904 |
Total participant count | 2020-12-31 | 217 |
Total funding target for all participants | 2020-12-31 | 42,064,998 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 1,530,771 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 426 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 1,530,771 |
Amount remaining of prefunding balance | 2020-12-31 | 426 |
Present value of excess contributions | 2020-12-31 | 5,865,164 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 6,197,719 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 1,788,400 |
Balance of prefunding at beginning of current year | 2020-12-31 | 498 |
Total employer contributions | 2020-12-31 | 5,135,000 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 4,854,199 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 1,714,911 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 4,854,199 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 217 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 104 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 63 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 47 |
Total of all active and inactive participants | 2020-01-01 | 214 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 3 |
Total participants | 2020-01-01 | 217 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: STAR ONE CREDIT UNION RETIREMENT PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 43,261,476 |
Acturial value of plan assets | 2019-12-31 | 46,118,881 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 12,773,685 |
Number of terminated vested participants | 2019-12-31 | 47 |
Fundng target for terminated vested participants | 2019-12-31 | 2,455,992 |
Active participant vested funding target | 2019-12-31 | 21,466,585 |
Number of active participants | 2019-12-31 | 122 |
Total funding liabilities for active participants | 2019-12-31 | 22,976,443 |
Total participant count | 2019-12-31 | 217 |
Total funding target for all participants | 2019-12-31 | 38,206,120 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 1,635,963 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 455 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 1,635,963 |
Amount remaining of prefunding balance | 2019-12-31 | 455 |
Present value of excess contributions | 2019-12-31 | 4,517,027 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 4,781,273 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 1,530,771 |
Balance of prefunding at beginning of current year | 2019-12-31 | 426 |
Total employer contributions | 2019-12-31 | 6,425,370 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 5,865,164 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 1,693,242 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 5,865,164 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 217 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 109 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 57 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 49 |
Total of all active and inactive participants | 2019-01-01 | 215 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 2 |
Total participants | 2019-01-01 | 217 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: STAR ONE CREDIT UNION RETIREMENT PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 42,425,042 |
Acturial value of plan assets | 2018-12-31 | 40,624,354 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 10,576,761 |
Number of terminated vested participants | 2018-12-31 | 36 |
Fundng target for terminated vested participants | 2018-12-31 | 1,843,453 |
Active participant vested funding target | 2018-12-31 | 20,346,214 |
Number of active participants | 2018-12-31 | 138 |
Total funding liabilities for active participants | 2018-12-31 | 21,981,181 |
Total participant count | 2018-12-31 | 218 |
Total funding target for all participants | 2018-12-31 | 34,401,395 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 1,452,124 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 404 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 1,452,124 |
Amount remaining of prefunding balance | 2018-12-31 | 404 |
Present value of excess contributions | 2018-12-31 | 1,561,269 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 1,561,269 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 1,635,963 |
Balance of prefunding at beginning of current year | 2018-12-31 | 455 |
Total employer contributions | 2018-12-31 | 4,805,600 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 4,517,027 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 1,717,113 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 4,517,027 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 218 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 122 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 46 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 47 |
Total of all active and inactive participants | 2018-01-01 | 215 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 2 |
Total participants | 2018-01-01 | 217 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: STAR ONE CREDIT UNION RETIREMENT PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 37,039,754 |
Acturial value of plan assets | 2017-12-31 | 37,810,850 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 9,468,712 |
Number of terminated vested participants | 2017-12-31 | 32 |
Fundng target for terminated vested participants | 2017-12-31 | 1,447,297 |
Active participant vested funding target | 2017-12-31 | 17,293,742 |
Number of active participants | 2017-12-31 | 145 |
Total funding liabilities for active participants | 2017-12-31 | 19,167,786 |
Total participant count | 2017-12-31 | 219 |
Total funding target for all participants | 2017-12-31 | 30,083,795 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 1,333,692 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 371 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 1,333,692 |
Amount remaining of prefunding balance | 2017-12-31 | 371 |
Present value of excess contributions | 2017-12-31 | 1,560,299 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 1,657,506 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 1,452,124 |
Balance of prefunding at beginning of current year | 2017-12-31 | 404 |
Total employer contributions | 2017-12-31 | 1,600,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 1,561,269 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 1,580,301 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 1,561,269 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 219 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 138 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 42 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 36 |
Total of all active and inactive participants | 2017-01-01 | 216 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 2 |
Total participants | 2017-01-01 | 218 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: STAR ONE CREDIT UNION RETIREMENT PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 34,685,999 |
Acturial value of plan assets | 2016-12-31 | 37,696,453 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 8,929,100 |
Number of terminated vested participants | 2016-12-31 | 63 |
Fundng target for terminated vested participants | 2016-12-31 | 2,447,602 |
Active participant vested funding target | 2016-12-31 | 14,799,711 |
Number of active participants | 2016-12-31 | 151 |
Total funding liabilities for active participants | 2016-12-31 | 16,554,244 |
Total participant count | 2016-12-31 | 253 |
Total funding target for all participants | 2016-12-31 | 27,930,946 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 1,388,106 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 386 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 1,388,106 |
Amount remaining of prefunding balance | 2016-12-31 | 386 |
Present value of excess contributions | 2016-12-31 | 1,560,030 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 1,660,028 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 1,333,692 |
Balance of prefunding at beginning of current year | 2016-12-31 | 371 |
Total employer contributions | 2016-12-31 | 1,600,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 1,560,299 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 1,554,260 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Waived amount of outstanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 1,560,299 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 253 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 145 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 40 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 32 |
Total of all active and inactive participants | 2016-01-01 | 217 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 219 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: STAR ONE CREDIT UNION RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 256 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 151 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 37 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 63 |
Total of all active and inactive participants | 2015-01-01 | 251 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 2 |
Total participants | 2015-01-01 | 253 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: STAR ONE CREDIT UNION RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 243 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 151 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 36 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 57 |
Total of all active and inactive participants | 2014-01-01 | 244 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 2 |
Total participants | 2014-01-01 | 246 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: STAR ONE CREDIT UNION RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 243 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 155 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 30 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 53 |
Total of all active and inactive participants | 2013-01-01 | 238 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 2 |
Total participants | 2013-01-01 | 240 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 5 |
2012: STAR ONE CREDIT UNION RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 240 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 162 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 26 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 50 |
Total of all active and inactive participants | 2012-01-01 | 238 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 240 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: STAR ONE CREDIT UNION RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 226 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 157 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 26 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 49 |
Total of all active and inactive participants | 2011-01-01 | 232 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 234 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2009: STAR ONE CREDIT UNION RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 205 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 134 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 21 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 49 |
Total of all active and inactive participants | 2009-01-01 | 204 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 205 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 7 |
Measure | Date | Value |
---|---|---|
2022 : STAR ONE CREDIT UNION RETIREMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,053,788 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $63,157,461 |
Value of total assets at beginning of year | 2022-12-31 | $74,897,845 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $187,730 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $2,446,617 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $49,359 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $35,668 |
Administrative expenses (other) incurred | 2022-12-31 | $55,101 |
Total non interest bearing cash at end of year | 2022-12-31 | $218,150 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $62,939,311 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $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 assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $750,000 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,866,058 |
Contract administrator fees | 2022-12-31 | $132,629 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | TUNER WARREN HWANG & CONRAD AC |
Accountancy firm EIN | 2022-12-31 | 954083485 |
2021 : STAR ONE CREDIT UNION RETIREMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,834,229 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $74,897,845 |
Value of total assets at beginning of year | 2021-12-31 | $65,612,886 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $178,385 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $2,296,306 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $1,413 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $35,668 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $29,352 |
Administrative expenses (other) incurred | 2021-12-31 | $51,826 |
Total non interest bearing cash at end of year | 2021-12-31 | $183,074 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $74,714,771 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $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 assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $4,400,000 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $3,110,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,655,844 |
Contract administrator fees | 2021-12-31 | $126,559 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | TUNER WARREN HWANG & CONRAD AC |
Accountancy firm EIN | 2021-12-31 | 954083485 |
2020 : STAR ONE CREDIT UNION RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,600,418 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $65,612,886 |
Value of total assets at beginning of year | 2020-12-31 | $55,535,310 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $124,484 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,243,782 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $1,413 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $29,352 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $23,865 |
Administrative expenses (other) incurred | 2020-12-31 | $38,548 |
Total non interest bearing cash at end of year | 2020-12-31 | $153,353 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $62,348,120 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $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 assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $5,135,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $3,110,000 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $6,425,370 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,475,934 |
Contract administrator fees | 2020-12-31 | $85,936 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | TURNER WARREN HWANG & CONRAD AC |
Accountancy firm EIN | 2020-12-31 | 954083485 |
2019 : STAR ONE CREDIT UNION RETIREMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,421,785 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $55,535,310 |
Value of total assets at beginning of year | 2019-12-31 | $43,364,425 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $117,238 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,436,450 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $23,865 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $23,282 |
Administrative expenses (other) incurred | 2019-12-31 | $34,955 |
Total non interest bearing cash at end of year | 2019-12-31 | $143,383 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $48,966,557 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $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 assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $6,425,370 |
Employer contributions (assets) at end of year | 2019-12-31 | $6,425,370 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $3,205,600 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,304,547 |
Contract administrator fees | 2019-12-31 | $82,283 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | TURNER WARREN HWANG & CONRAD AC |
Accountancy firm EIN | 2019-12-31 | 954083485 |
2018 : STAR ONE CREDIT UNION RETIREMENT PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,137,822 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $43,364,425 |
Value of total assets at beginning of year | 2018-12-31 | $42,443,182 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $128,591 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,333,106 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $23,282 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $18,140 |
Administrative expenses (other) incurred | 2018-12-31 | $38,255 |
Total non interest bearing cash at end of year | 2018-12-31 | $111,003 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $40,047,822 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $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 assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $4,805,600 |
Employer contributions (assets) at end of year | 2018-12-31 | $3,205,600 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,009,231 |
Contract administrator fees | 2018-12-31 | $90,336 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | TURNER WARREN HWANG & CONRAD AC |
Accountancy firm EIN | 2018-12-31 | 954083485 |
2017 : STAR ONE CREDIT UNION RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $960,437 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $42,443,182 |
Value of total assets at beginning of year | 2017-12-31 | $37,048,320 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $102,849 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,086,097 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $18,140 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $8,566 |
Administrative expenses (other) incurred | 2017-12-31 | $34,936 |
Total non interest bearing cash at end of year | 2017-12-31 | $92,318 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $42,350,864 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $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 assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,600,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $857,588 |
Contract administrator fees | 2017-12-31 | $67,913 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | TURNER WARREN HWANG & CONRAD AC |
Accountancy firm EIN | 2017-12-31 | 954083485 |
2016 : STAR ONE CREDIT UNION RETIREMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,307,334 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $37,048,320 |
Value of total assets at beginning of year | 2016-12-31 | $34,700,029 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $92,579 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $864,427 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $8,566 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $14,030 |
Administrative expenses (other) incurred | 2016-12-31 | $31,973 |
Total non interest bearing cash at end of year | 2016-12-31 | $78,213 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $36,970,107 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $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 assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,600,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,214,755 |
Contract administrator fees | 2016-12-31 | $60,606 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | TURNER WARREN HWANG & CONRAD AC |
Accountancy firm EIN | 2016-12-31 | 954083485 |
2015 : STAR ONE CREDIT UNION RETIREMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $899,548 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $34,700,029 |
Value of total assets at beginning of year | 2015-12-31 | $35,392,746 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $102,495 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $870,353 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $14,030 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $15 |
Administrative expenses (other) incurred | 2015-12-31 | $32,207 |
Total non interest bearing cash at end of year | 2015-12-31 | $81,656 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $34,618,373 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $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 assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,600,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $797,053 |
Contract administrator fees | 2015-12-31 | $70,288 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | TURNER WARREN HWANG & CONRAD AC |
Accountancy firm EIN | 2015-12-31 | 954083485 |
2014 : STAR ONE CREDIT UNION RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $777,006 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $35,392,746 |
Value of total assets at beginning of year | 2014-12-31 | $27,175,139 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $105,125 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $906,924 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $15 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $4,374 |
Administrative expenses (other) incurred | 2014-12-31 | $33,068 |
Total non interest bearing cash at end of year | 2014-12-31 | $61,212 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $35,331,534 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $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 assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $8,073,401 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $3,404,870 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $671,881 |
Contract administrator fees | 2014-12-31 | $72,057 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | TURNER WARREN HWANG & CONRAD AC |
Accountancy firm EIN | 2014-12-31 | 954083485 |
2013 : STAR ONE CREDIT UNION RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $522,804 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $27,175,139 |
Value of total assets at beginning of year | 2013-12-31 | $19,799,316 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $60,724 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $506,828 |
Administrative expenses professional fees incurred | 2013-12-31 | $38,226 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $4,374 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $17,189 |
Administrative expenses (other) incurred | 2013-12-31 | $22,498 |
Total non interest bearing cash at end of year | 2013-12-31 | $55,530 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $23,714,739 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $18,052,304 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $811,668 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $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 assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $4,692,680 |
Employer contributions (assets) at end of year | 2013-12-31 | $3,404,870 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $886,976 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $462,080 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | TURNER, WARREN HWANG & CONRAD AC |
Accountancy firm EIN | 2013-12-31 | 954083485 |
2012 : STAR ONE CREDIT UNION RETIREMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $422,247 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $19,799,316 |
Value of total assets at beginning of year | 2012-12-31 | $15,986,677 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $43,472 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $581,559 |
Administrative expenses professional fees incurred | 2012-12-31 | $25,243 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $17,189 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $14,356 |
Administrative expenses (other) incurred | 2012-12-31 | $18,229 |
Total non interest bearing cash at end of year | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $18,052,304 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $14,544,794 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $811,668 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $773,295 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $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 assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $2,086,502 |
Employer contributions (assets) at end of year | 2012-12-31 | $886,976 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $668,588 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $378,775 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | TURNER, WARREN, HWANG & CONRAD AC |
Accountancy firm EIN | 2012-12-31 | 954083485 |
2011 : STAR ONE CREDIT UNION RETIREMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $337,628 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $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 year | 2011-12-31 | $15,986,677 |
Value of total assets at beginning of year | 2011-12-31 | $14,600,699 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $3,402 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $379,694 |
Administrative expenses professional fees incurred | 2011-12-31 | $-12,566 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $14,356 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $13,435 |
Administrative expenses (other) incurred | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $14,544,794 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $13,378,728 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $773,295 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $712,289 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $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 assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,681,436 |
Employer contributions (assets) at end of year | 2011-12-31 | $668,588 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $509,682 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $334,226 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | TURNER, WARREN, HWANG & CONRAD AC |
Accountancy firm EIN | 2011-12-31 | 954083485 |
2010 : STAR ONE CREDIT UNION RETIREMENT PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $355,309 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $14,600,699 |
Value of total assets at beginning of year | 2010-12-31 | $12,077,342 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $44,077 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $318,136 |
Administrative expenses professional fees incurred | 2010-12-31 | $30,973 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $13,435 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $8,929 |
Administrative expenses (other) incurred | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $13,378,728 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $10,919,015 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $712,289 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $435,160 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $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 assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,421,247 |
Employer contributions (assets) at end of year | 2010-12-31 | $509,682 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $723,167 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $311,232 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | TURNER, WARREN, HWANG & CONRAD AC |
Accountancy firm EIN | 2010-12-31 | 954083485 |
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 securities | 2009-12-31 | $0 |
2022: STAR ONE CREDIT UNION RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: STAR ONE CREDIT UNION RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: STAR ONE CREDIT UNION RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: STAR ONE CREDIT UNION RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: STAR ONE CREDIT UNION RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: STAR ONE CREDIT UNION RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: STAR ONE CREDIT UNION RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: STAR ONE CREDIT UNION RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: STAR ONE CREDIT UNION RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: STAR ONE CREDIT UNION RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: STAR ONE CREDIT UNION RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: STAR ONE CREDIT UNION RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: STAR ONE CREDIT UNION RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |