401k Plan data: MISSION FEDERAL CREDIT UNION PENSION PLAN plan

MISSION FEDERAL CREDIT UNION PENSION PLAN 401k Plan overview

Plan Name	MISSION FEDERAL CREDIT UNION PENSION PLAN
Plan identification number	002

MISSION FEDERAL CREDIT UNION PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: MISSION FEDERAL CREDIT UNION

Employer identification number (EIN): 952148515

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MISSION FEDERAL CREDIT UNION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 RON ARAUJO PAULA D. MORGAN 2014-10-03
002 2012-01-01 RON ARAUJO PAULA MORGAN 2013-10-07
002 2011-01-01 RON ARAUJO
002 2010-01-01 RON ARAUJO
002 2009-01-01 RON ARAUJO

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2013-01-01	RON ARAUJO	PAULA D. MORGAN	2014-10-03
002	2012-01-01	RON ARAUJO	PAULA MORGAN	2013-10-07
002	2011-01-01	RON ARAUJO
002	2010-01-01	RON ARAUJO
002	2009-01-01	RON ARAUJO

Plan Statistics for MISSION FEDERAL CREDIT UNION PENSION PLAN

401k plan membership statisitcs for MISSION FEDERAL CREDIT UNION PENSION PLAN

Measure Date Value
2013: MISSION FEDERAL CREDIT UNION PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 184
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MISSION FEDERAL CREDIT UNION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 128
Number of retired or separated participants receiving benefits 2012-01-01 8
Number of other retired or separated participants entitled to future benefits 2012-01-01 48
Total of all active and inactive participants 2012-01-01 184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MISSION FEDERAL CREDIT UNION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 202
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 137
Number of retired or separated participants receiving benefits 2011-01-01 8
Number of other retired or separated participants entitled to future benefits 2011-01-01 43
Total of all active and inactive participants 2011-01-01 188
Total participants 2011-01-01 188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: MISSION FEDERAL CREDIT UNION PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 220
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 153
Number of retired or separated participants receiving benefits 2010-01-01 7
Number of other retired or separated participants entitled to future benefits 2010-01-01 42
Total of all active and inactive participants 2010-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: MISSION FEDERAL CREDIT UNION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 239
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 170
Number of retired or separated participants receiving benefits 2009-01-01 7
Number of other retired or separated participants entitled to future benefits 2009-01-01 43
Total of all active and inactive participants 2009-01-01 220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2013: MISSION FEDERAL CREDIT UNION PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	184
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MISSION FEDERAL CREDIT UNION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	128
Number of retired or separated participants receiving benefits	2012-01-01	8
Number of other retired or separated participants entitled to future benefits	2012-01-01	48
Total of all active and inactive participants	2012-01-01	184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MISSION FEDERAL CREDIT UNION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	202
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	137
Number of retired or separated participants receiving benefits	2011-01-01	8
Number of other retired or separated participants entitled to future benefits	2011-01-01	43
Total of all active and inactive participants	2011-01-01	188
Total participants	2011-01-01	188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: MISSION FEDERAL CREDIT UNION PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	220
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	153
Number of retired or separated participants receiving benefits	2010-01-01	7
Number of other retired or separated participants entitled to future benefits	2010-01-01	42
Total of all active and inactive participants	2010-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: MISSION FEDERAL CREDIT UNION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	239
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	170
Number of retired or separated participants receiving benefits	2009-01-01	7
Number of other retired or separated participants entitled to future benefits	2009-01-01	43
Total of all active and inactive participants	2009-01-01	220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on MISSION FEDERAL CREDIT UNION PENSION PLAN

Measure	Date	Value
2013 : MISSION FEDERAL CREDIT UNION PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$1,635,324
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$204,306
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$13,564,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$13,496,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$365,082
Value of total assets at end of year	2013-12-31	$0
Value of total assets at beginning of year	2013-12-31	$14,995,598
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$67,707
Total interest from all sources	2013-12-31	$243
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$5,013,745
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$31,807
Total non interest bearing cash at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-13,360,274
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$14,995,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$35,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$0
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$10,995,598
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$243
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$0
Asset value of US Government securities at beginning of year	2013-12-31	$0
Net investment gain/loss from pooled separate accounts	2013-12-31	$-161,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$365,082
Employer contributions (assets) at beginning of year	2013-12-31	$4,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$8,483,128
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$0
Did the plan have assets held for investment	2013-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2013-12-31	910189318
2012 : MISSION FEDERAL CREDIT UNION PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$7,228,215
Total loss/gain on sale of assets	2012-12-31	$73,203
Total of all expenses incurred	2012-12-31	$403,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$364,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$6,260,981
Value of total assets at end of year	2012-12-31	$14,995,598
Value of total assets at beginning of year	2012-12-31	$8,170,863
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$39,349
Total interest from all sources	2012-12-31	$7,495
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$2,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$1,277
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-12-31	$202,129
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$23,675
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$192
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$14,823
Other income not declared elsewhere	2012-12-31	$101
Administrative expenses (other) incurred	2012-12-31	$123
Liabilities. Value of operating payables at beginning of year	2012-12-31	$0
Total non interest bearing cash at end of year	2012-12-31	$0
Total non interest bearing cash at beginning of year	2012-12-31	$5,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$6,824,735
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$14,995,598
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$8,170,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,931,718
Value of interest in pooled separate accounts at end of year	2012-12-31	$10,995,598
Interest earned on other investments	2012-12-31	$16
Income. Interest from US Government securities	2012-12-31	$154
Income. Interest from corporate debt instruments	2012-12-31	$7,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$1,120,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$1,120,185
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$0
Asset value of US Government securities at end of year	2012-12-31	$0
Asset value of US Government securities at beginning of year	2012-12-31	$416,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$33,540
Net investment gain/loss from pooled separate accounts	2012-12-31	$850,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$6,260,789
Employer contributions (assets) at end of year	2012-12-31	$4,000,000
Income. Dividends from common stock	2012-12-31	$1,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$364,131
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$891,771
Contract administrator fees	2012-12-31	$39,226
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$3,564,504
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$13,442,307
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$13,369,104
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2012-12-31	910189318
2011 : MISSION FEDERAL CREDIT UNION PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-182,699
Total unrealized appreciation/depreciation of assets	2011-12-31	$-182,699
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	$5,089
Total income from all sources (including contributions)	2011-12-31	$632,531
Total loss/gain on sale of assets	2011-12-31	$-39,893
Total of all expenses incurred	2011-12-31	$1,027,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$947,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$944,200
Value of total assets at end of year	2011-12-31	$8,170,863
Value of total assets at beginning of year	2011-12-31	$8,570,915
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$80,241
Total interest from all sources	2011-12-31	$42,175
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$164,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$63,174
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-31	$202,129
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$182,351
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$23,675
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$14,823
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$17,110
Other income not declared elsewhere	2011-12-31	$1,068
Administrative expenses (other) incurred	2011-12-31	$1,115
Liabilities. Value of operating payables at end of year	2011-12-31	$0
Liabilities. Value of operating payables at beginning of year	2011-12-31	$5,089
Total non interest bearing cash at end of year	2011-12-31	$5,588
Total non interest bearing cash at beginning of year	2011-12-31	$868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-394,963
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$8,170,863
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$8,565,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,931,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,235,680
Interest earned on other investments	2011-12-31	$571
Income. Interest from US Government securities	2011-12-31	$15,640
Income. Interest from corporate debt instruments	2011-12-31	$25,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$1,120,185
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$435,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$435,907
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$283
Asset value of US Government securities at end of year	2011-12-31	$416,470
Asset value of US Government securities at beginning of year	2011-12-31	$407,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-296,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$944,200
Employer contributions (assets) at beginning of year	2011-12-31	$275,000
Income. Dividends from preferred stock	2011-12-31	$12,642
Income. Dividends from common stock	2011-12-31	$88,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$947,253
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$891,771
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$1,058,658
Contract administrator fees	2011-12-31	$79,126
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$3,564,504
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$3,957,509
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$5,478,359
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$5,518,252
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MOHLER NIXON AND WILLIAMS
Accountancy firm EIN	2011-12-31	770106234
2010 : MISSION FEDERAL CREDIT UNION PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$654,162
Total unrealized appreciation/depreciation of assets	2010-12-31	$654,162
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$5,089
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$8,645
Total income from all sources (including contributions)	2010-12-31	$1,539,990
Total loss/gain on sale of assets	2010-12-31	$241,734
Total of all expenses incurred	2010-12-31	$1,039,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$962,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$435,150
Value of total assets at end of year	2010-12-31	$8,570,915
Value of total assets at beginning of year	2010-12-31	$8,073,633
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$76,760
Total interest from all sources	2010-12-31	$43,054
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$165,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$73,388
Administrative expenses professional fees incurred	2010-12-31	$7,556
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$182,351
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$229,132
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$17,110
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$24,078
Liabilities. Value of operating payables at end of year	2010-12-31	$5,089
Liabilities. Value of operating payables at beginning of year	2010-12-31	$8,645
Total non interest bearing cash at end of year	2010-12-31	$868
Total non interest bearing cash at beginning of year	2010-12-31	$359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$500,838
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$8,565,826
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$8,064,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$69,204
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,235,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,257,458
Income. Interest from US Government securities	2010-12-31	$29,221
Income. Interest from corporate debt instruments	2010-12-31	$12,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$435,907
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$330,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$330,438
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$1,331
Asset value of US Government securities at end of year	2010-12-31	$407,832
Asset value of US Government securities at beginning of year	2010-12-31	$173,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$435,150
Employer contributions (assets) at end of year	2010-12-31	$275,000
Employer contributions (assets) at beginning of year	2010-12-31	$0
Income. Dividends from preferred stock	2010-12-31	$10,595
Income. Dividends from common stock	2010-12-31	$81,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$962,392
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$63,467
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$1,058,658
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$1,502,314
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$3,957,509
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$4,493,032
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$10,489,633
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$10,247,899
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MOHLER NIXON & WILLIAMS
Accountancy firm EIN	2010-12-31	770106234
2009 : MISSION FEDERAL CREDIT UNION PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MISSION FEDERAL CREDIT UNION PENSION PLAN

2013: MISSION FEDERAL CREDIT UNION PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MISSION FEDERAL CREDIT UNION PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MISSION FEDERAL CREDIT UNION PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MISSION FEDERAL CREDIT UNION PENSION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MISSION FEDERAL CREDIT UNION PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MISSION FEDERAL CREDIT UNION
Employer identification number (EIN):	952148515
NAIC Classification:	522130
NAIC Description:	Credit Unions