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CALIFORNIA CREDIT UNION 401K PLAN 401k Plan overview

Plan NameCALIFORNIA CREDIT UNION 401K PLAN
Plan identification number 002

CALIFORNIA CREDIT UNION 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:CALIFORNIA CREDIT UNION
Employer identification number (EIN):950951410
NAIC Classification:522130
NAIC Description:Credit Unions

Additional information about CALIFORNIA CREDIT UNION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0154670

More information about CALIFORNIA CREDIT UNION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA CREDIT UNION 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ROSE AEBIG CHARMAINE FERREIRA-OZGUL2018-10-11
0022016-01-01JOYCE WASSERMAN
0022015-01-01JOYCE WASSERMAN
0022014-01-01JOYCE WASSERMAN
0022013-01-01JOYCE WASSERMAN
0022012-01-01JOYCE WASSERMAN
0022011-01-01JOYCE WASSERMAN
0022009-01-01JOYCE WASSERMAN STEPHEN O'CONNELL2010-10-14

Plan Statistics for CALIFORNIA CREDIT UNION 401K PLAN

401k plan membership statisitcs for CALIFORNIA CREDIT UNION 401K PLAN

Measure Date Value
2022: CALIFORNIA CREDIT UNION 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01757
Total number of active participants reported on line 7a of the Form 55002022-01-01536
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01228
Total of all active and inactive participants2022-01-01766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01766
Number of participants with account balances2022-01-01755
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CALIFORNIA CREDIT UNION 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01717
Total number of active participants reported on line 7a of the Form 55002021-01-01529
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01208
Total of all active and inactive participants2021-01-01739
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01739
Number of participants with account balances2021-01-01727
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CALIFORNIA CREDIT UNION 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01765
Total number of active participants reported on line 7a of the Form 55002020-01-01532
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01181
Total of all active and inactive participants2020-01-01714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01715
Number of participants with account balances2020-01-01698
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CALIFORNIA CREDIT UNION 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01722
Total number of active participants reported on line 7a of the Form 55002019-01-01529
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01183
Total of all active and inactive participants2019-01-01713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01714
Number of participants with account balances2019-01-01697
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CALIFORNIA CREDIT UNION 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01678
Total number of active participants reported on line 7a of the Form 55002018-01-01510
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01176
Total of all active and inactive participants2018-01-01686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01687
Number of participants with account balances2018-01-01671
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CALIFORNIA CREDIT UNION 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01465
Total number of active participants reported on line 7a of the Form 55002017-01-01308
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01159
Total of all active and inactive participants2017-01-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01467
Number of participants with account balances2017-01-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CALIFORNIA CREDIT UNION 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01396
Total number of active participants reported on line 7a of the Form 55002016-01-01304
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0191
Total of all active and inactive participants2016-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01395
Number of participants with account balances2016-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CALIFORNIA CREDIT UNION 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01357
Total number of active participants reported on line 7a of the Form 55002015-01-01310
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0184
Total of all active and inactive participants2015-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01394
Number of participants with account balances2015-01-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CALIFORNIA CREDIT UNION 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01357
Total number of active participants reported on line 7a of the Form 55002014-01-01288
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0164
Total of all active and inactive participants2014-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01352
Number of participants with account balances2014-01-01319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CALIFORNIA CREDIT UNION 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01345
Total number of active participants reported on line 7a of the Form 55002013-01-01272
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0178
Total of all active and inactive participants2013-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01350
Number of participants with account balances2013-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CALIFORNIA CREDIT UNION 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01347
Total number of active participants reported on line 7a of the Form 55002012-01-01262
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0183
Total of all active and inactive participants2012-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01345
Number of participants with account balances2012-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CALIFORNIA CREDIT UNION 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01341
Total number of active participants reported on line 7a of the Form 55002011-01-01252
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0188
Total of all active and inactive participants2011-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01340
Number of participants with account balances2011-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CALIFORNIA CREDIT UNION 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01374
Total number of active participants reported on line 7a of the Form 55002009-01-01256
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0165
Total of all active and inactive participants2009-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01321
Number of participants with account balances2009-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CALIFORNIA CREDIT UNION 401K PLAN

Measure Date Value
2022 : CALIFORNIA CREDIT UNION 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-9,434,415
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,992,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,964,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,575,073
Value of total assets at end of year2022-12-31$84,245,957
Value of total assets at beginning of year2022-12-31$100,673,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,611
Total interest from all sources2022-12-31$91,683
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,003,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,003,963
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,770,581
Participant contributions at end of year2022-12-31$1,594,746
Participant contributions at beginning of year2022-12-31$1,535,571
Participant contributions at end of year2022-12-31$119,222
Participant contributions at beginning of year2022-12-31$103,430
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,190,052
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,479,213
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$216,362
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$19,597
Other income not declared elsewhere2022-12-31$-526,693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-16,427,253
Value of net assets at end of year (total assets less liabilities)2022-12-31$84,245,957
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$100,673,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$53,751,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$63,686,610
Value of interest in pooled separate accounts at end of year2022-12-31$13,882,565
Value of interest in pooled separate accounts at beginning of year2022-12-31$21,238,538
Interest on participant loans2022-12-31$91,683
Value of interest in common/collective trusts at end of year2022-12-31$13,622,126
Value of interest in common/collective trusts at beginning of year2022-12-31$12,555,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,993,376
Net investment gain/loss from pooled separate accounts2022-12-31$-4,914,220
Net investment gain or loss from common/collective trusts2022-12-31$329,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,588,130
Employer contributions (assets) at end of year2022-12-31$85,391
Employer contributions (assets) at beginning of year2022-12-31$74,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,944,630
Contract administrator fees2022-12-31$28,611
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2022-12-31954083485
2021 : CALIFORNIA CREDIT UNION 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$24,828,987
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,470,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,440,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$13,770,864
Value of total assets at end of year2021-12-31$100,673,210
Value of total assets at beginning of year2021-12-31$83,314,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$29,795
Total interest from all sources2021-12-31$97,359
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$834,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$834,304
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,720,610
Participant contributions at end of year2021-12-31$1,535,571
Participant contributions at beginning of year2021-12-31$1,798,798
Participant contributions at end of year2021-12-31$103,430
Participant contributions at beginning of year2021-12-31$22
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,479,213
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$3,229,694
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$7,464,422
Other income not declared elsewhere2021-12-31$73,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$17,358,875
Value of net assets at end of year (total assets less liabilities)2021-12-31$100,673,210
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$83,314,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$63,686,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$61,631,799
Value of interest in pooled separate accounts at end of year2021-12-31$21,238,538
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,889,375
Interest on participant loans2021-12-31$97,359
Value of interest in common/collective trusts at end of year2021-12-31$12,555,226
Value of interest in common/collective trusts at beginning of year2021-12-31$11,696,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,143,594
Net investment gain/loss from pooled separate accounts2021-12-31$1,659,574
Net investment gain or loss from common/collective trusts2021-12-31$249,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,585,832
Employer contributions (assets) at end of year2021-12-31$74,622
Employer contributions (assets) at beginning of year2021-12-31$68,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,440,317
Contract administrator fees2021-12-31$29,795
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2021-12-31954083485
2020 : CALIFORNIA CREDIT UNION 401K PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$22,668,666
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,666,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,637,533
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,371,228
Value of total assets at end of year2020-12-31$83,314,335
Value of total assets at beginning of year2020-12-31$66,312,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$29,442
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$131,063
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$745,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$745,156
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$3,334,689
Participant contributions at end of year2020-12-31$1,798,798
Participant contributions at beginning of year2020-12-31$2,198,489
Participant contributions at end of year2020-12-31$22
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$3,229,694
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,729,209
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,613,122
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$1,867
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$1,143,943
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$17,001,691
Value of net assets at end of year (total assets less liabilities)2020-12-31$83,314,335
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$66,312,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$61,631,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$47,819,351
Value of interest in pooled separate accounts at end of year2020-12-31$4,889,375
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,533,330
Interest on participant loans2020-12-31$131,063
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$11,696,271
Value of interest in common/collective trusts at beginning of year2020-12-31$10,032,265
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,565,292
Net investment gain/loss from pooled separate accounts2020-12-31$447,874
Net investment gain or loss from common/collective trusts2020-12-31$264,110
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,423,417
Employer contributions (assets) at end of year2020-12-31$68,376
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,635,666
Contract administrator fees2020-12-31$29,442
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2020-12-31954083485
2019 : CALIFORNIA CREDIT UNION 401K PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$16,611,326
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,901,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,871,120
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,387,317
Value of total assets at end of year2019-12-31$66,312,644
Value of total assets at beginning of year2019-12-31$53,602,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,329
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$129,767
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$743,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$743,708
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$2,972,996
Participant contributions at end of year2019-12-31$2,198,489
Participant contributions at beginning of year2019-12-31$1,925,646
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$517
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,729,209
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,177,686
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$202,625
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$367,838
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$12,709,877
Value of net assets at end of year (total assets less liabilities)2019-12-31$66,312,644
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$53,602,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$47,819,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$37,403,456
Value of interest in pooled separate accounts at end of year2019-12-31$4,533,330
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,078,882
Interest on participant loans2019-12-31$129,767
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$10,032,265
Value of interest in common/collective trusts at beginning of year2019-12-31$9,016,344
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,744,733
Net investment gain/loss from pooled separate accounts2019-12-31$957,789
Net investment gain or loss from common/collective trusts2019-12-31$280,174
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,211,696
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$236
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,871,120
Contract administrator fees2019-12-31$30,329
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2019-12-31954083485
2018 : CALIFORNIA CREDIT UNION 401K PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$28,986,780
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,641,966
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,286,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,257,421
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$2,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,806,206
Value of total assets at end of year2018-12-31$53,602,767
Value of total assets at beginning of year2018-12-31$28,261,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$27,167
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$104,366
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$638,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$638,503
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$2,642,010
Participant contributions at end of year2018-12-31$1,925,646
Participant contributions at beginning of year2018-12-31$1,174,284
Participant contributions at end of year2018-12-31$517
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,177,686
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$231,631
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$135,300
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$132
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-36,770
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,645,019
Value of net assets at end of year (total assets less liabilities)2018-12-31$53,602,767
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$28,261,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$37,403,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$22,066,291
Value of interest in pooled separate accounts at end of year2018-12-31$4,078,882
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,504,297
Interest on participant loans2018-12-31$104,366
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$9,016,344
Value of interest in common/collective trusts at beginning of year2018-12-31$1,284,503
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,591,734
Net investment gain/loss from pooled separate accounts2018-12-31$-505,601
Net investment gain or loss from common/collective trusts2018-12-31$226,996
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,028,896
Employer contributions (assets) at end of year2018-12-31$236
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,257,289
Contract administrator fees2018-12-31$27,167
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31TURNER, WARREN, HWANG AND CONRAD AC
Accountancy firm EIN2018-12-31954083485
2017 : CALIFORNIA CREDIT UNION 401K PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,010,413
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,864,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,846,269
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,989,604
Value of total assets at end of year2017-12-31$28,261,006
Value of total assets at beginning of year2017-12-31$23,114,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,841
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$57,858
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$309,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$309,221
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$1,494,389
Participant contributions at end of year2017-12-31$1,174,284
Participant contributions at beginning of year2017-12-31$1,163,622
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$231,631
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$294,370
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$29,576
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$34,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$5,146,303
Value of net assets at end of year (total assets less liabilities)2017-12-31$28,261,006
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$23,114,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$22,066,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$20,863,072
Value of interest in pooled separate accounts at end of year2017-12-31$3,504,297
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$57,858
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$1,284,503
Value of interest in common/collective trusts at beginning of year2017-12-31$1,053,753
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,156,729
Net investment gain/loss from pooled separate accounts2017-12-31$437,154
Net investment gain or loss from common/collective trusts2017-12-31$30,271
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,200,845
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,846,269
Contract administrator fees2017-12-31$17,841
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2017-12-31954083485
2016 : CALIFORNIA CREDIT UNION 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,351,668
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,690,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,584,797
Value of total corrective distributions2016-12-31$2,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,882,300
Value of total assets at end of year2016-12-31$23,114,703
Value of total assets at beginning of year2016-12-31$20,453,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$103,196
Total interest from all sources2016-12-31$51,341
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$573,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$573,941
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,542,858
Participant contributions at end of year2016-12-31$1,163,622
Participant contributions at beginning of year2016-12-31$1,284,604
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$106,319
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$34,256
Total non interest bearing cash at beginning of year2016-12-31$25,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,661,623
Value of net assets at end of year (total assets less liabilities)2016-12-31$23,114,703
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$20,453,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$49,444
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$20,863,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,634,458
Interest on participant loans2016-12-31$51,341
Value of interest in common/collective trusts at end of year2016-12-31$1,053,753
Value of interest in common/collective trusts at beginning of year2016-12-31$1,508,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$820,996
Net investment gain or loss from common/collective trusts2016-12-31$23,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,233,123
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,584,797
Contract administrator fees2016-12-31$53,752
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2016-12-31954083485
2015 : CALIFORNIA CREDIT UNION 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,956,998
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$405,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$313,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,842,805
Value of total assets at end of year2015-12-31$20,453,080
Value of total assets at beginning of year2015-12-31$17,901,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$91,570
Total interest from all sources2015-12-31$50,961
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$624,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$624,805
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,453,119
Participant contributions at end of year2015-12-31$1,284,604
Participant contributions at beginning of year2015-12-31$1,173,683
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$239,622
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$25,504
Total non interest bearing cash at beginning of year2015-12-31$19,349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,551,555
Value of net assets at end of year (total assets less liabilities)2015-12-31$20,453,080
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,901,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$33,809
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,634,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,719,625
Interest on participant loans2015-12-31$50,961
Value of interest in common/collective trusts at end of year2015-12-31$1,508,514
Value of interest in common/collective trusts at beginning of year2015-12-31$1,988,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-597,996
Net investment gain or loss from common/collective trusts2015-12-31$36,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,150,064
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$313,873
Contract administrator fees2015-12-31$57,761
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2015-12-31954083485
2014 : CALIFORNIA CREDIT UNION 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,835,385
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,051,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$969,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,061,405
Value of total assets at end of year2014-12-31$17,901,525
Value of total assets at beginning of year2014-12-31$16,117,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$81,749
Total interest from all sources2014-12-31$40,904
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$742,745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$742,745
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,131,546
Participant contributions at end of year2014-12-31$1,173,683
Participant contributions at beginning of year2014-12-31$915,563
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$21,617
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$19,349
Total non interest bearing cash at beginning of year2014-12-31$10,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,783,813
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,901,525
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,117,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$39,874
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,719,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,302,461
Interest on participant loans2014-12-31$40,904
Value of interest in common/collective trusts at end of year2014-12-31$1,988,868
Value of interest in common/collective trusts at beginning of year2014-12-31$1,888,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-43,422
Net investment gain or loss from common/collective trusts2014-12-31$33,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$908,242
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$969,823
Contract administrator fees2014-12-31$41,875
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2014-12-31954083485
2013 : CALIFORNIA CREDIT UNION 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$16,006
Total income from all sources (including contributions)2013-12-31$4,002,285
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$783,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$741,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,858,968
Value of total assets at end of year2013-12-31$16,117,712
Value of total assets at beginning of year2013-12-31$12,915,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$42,085
Total interest from all sources2013-12-31$40,867
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$454,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$454,042
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$979,694
Participant contributions at end of year2013-12-31$915,563
Participant contributions at beginning of year2013-12-31$855,541
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$114,555
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$16,006
Total non interest bearing cash at end of year2013-12-31$10,744
Total non interest bearing cash at beginning of year2013-12-31$81,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,218,459
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,117,712
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,899,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$16,399
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,302,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,929,809
Interest on participant loans2013-12-31$40,867
Value of interest in common/collective trusts at end of year2013-12-31$1,888,944
Value of interest in common/collective trusts at beginning of year2013-12-31$2,047,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,610,032
Net investment gain or loss from common/collective trusts2013-12-31$38,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$764,719
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$741,741
Contract administrator fees2013-12-31$25,686
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2013-12-31954083485
2012 : CALIFORNIA CREDIT UNION 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$16,006
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,012,863
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$615,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$602,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,734,213
Value of total assets at end of year2012-12-31$12,915,259
Value of total assets at beginning of year2012-12-31$10,502,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,452
Total interest from all sources2012-12-31$34,269
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$248,913
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$248,913
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$947,562
Participant contributions at end of year2012-12-31$855,541
Participant contributions at beginning of year2012-12-31$847,286
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$24,812
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$36,780
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$16,006
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$81,977
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,397,114
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,899,253
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,502,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,929,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,850,753
Interest on participant loans2012-12-31$34,269
Value of interest in common/collective trusts at end of year2012-12-31$2,047,932
Value of interest in common/collective trusts at beginning of year2012-12-31$1,763,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$947,230
Net investment gain or loss from common/collective trusts2012-12-31$48,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$749,871
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$16,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$602,297
Contract administrator fees2012-12-31$13,452
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2012-12-31954083485
2011 : CALIFORNIA CREDIT UNION 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,191,366
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,103,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,090,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,522,340
Value of total assets at end of year2011-12-31$10,502,139
Value of total assets at beginning of year2011-12-31$10,413,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,417
Total interest from all sources2011-12-31$36,145
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$240,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$240,464
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$809,648
Participant contributions at end of year2011-12-31$847,286
Participant contributions at beginning of year2011-12-31$775,138
Participant contributions at end of year2011-12-31$24,812
Participant contributions at beginning of year2011-12-31$30,647
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$233,963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$88,185
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,502,139
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,413,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,850,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,213,046
Interest on participant loans2011-12-31$36,145
Value of interest in common/collective trusts at end of year2011-12-31$1,763,054
Value of interest in common/collective trusts at beginning of year2011-12-31$1,366,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-651,263
Net investment gain or loss from common/collective trusts2011-12-31$43,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$478,729
Employer contributions (assets) at end of year2011-12-31$16,234
Employer contributions (assets) at beginning of year2011-12-31$28,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,090,764
Contract administrator fees2011-12-31$12,417
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2011-12-31954083485
2010 : CALIFORNIA CREDIT UNION 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,349,810
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$329,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$319,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,325,731
Value of total assets at end of year2010-12-31$10,413,954
Value of total assets at beginning of year2010-12-31$8,394,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,817
Total interest from all sources2010-12-31$28,464
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$220,924
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$220,924
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$809,522
Participant contributions at end of year2010-12-31$775,138
Participant contributions at beginning of year2010-12-31$421,219
Participant contributions at end of year2010-12-31$30,647
Participant contributions at beginning of year2010-12-31$26,421
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$37,043
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,019,828
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,413,954
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,394,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$224
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,213,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,775,438
Interest on participant loans2010-12-31$28,464
Value of interest in common/collective trusts at end of year2010-12-31$1,366,459
Value of interest in common/collective trusts at beginning of year2010-12-31$1,127,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$732,192
Net investment gain or loss from common/collective trusts2010-12-31$42,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$479,166
Employer contributions (assets) at end of year2010-12-31$28,664
Employer contributions (assets) at beginning of year2010-12-31$43,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$319,165
Contract administrator fees2010-12-31$10,593
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2010-12-31954083485
2009 : CALIFORNIA CREDIT UNION 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CALIFORNIA CREDIT UNION 401K PLAN

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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number814046
Policy instance 1
Insurance contract or identification number814046
Number of Individuals Covered766
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number814046
Policy instance 1
Insurance contract or identification number814046
Number of Individuals Covered739
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number814046
Policy instance 1
Insurance contract or identification number814046
Number of Individuals Covered715
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number814046
Policy instance 1
Insurance contract or identification number814046
Number of Individuals Covered714
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number814046
Policy instance 1
Insurance contract or identification number814046
Number of Individuals Covered687
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number814046
Policy instance 1
Insurance contract or identification number814046
Number of Individuals Covered465
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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