401k Plan data: ALOHA PACIFIC FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN plan

ALOHA PACIFIC FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan Name	ALOHA PACIFIC FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN
Plan identification number	033

ALOHA PACIFIC FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ALOHA PACIFIC FED CR UN has sponsored the creation of one or more 401k plans.

Company Name: ALOHA PACIFIC FED CR UN

Employer identification number (EIN): 990073432

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALOHA PACIFIC FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
033 2013-01-01 DANI ANDERSON
033 2012-01-01 DANI ANDERSON
033 2011-01-01 MALCOLM INAMINE
033 2009-01-01 MALCOLM INAMINE

Plan id#	Filing Submission Date	Name of Administrator
033	2013-01-01	DANI ANDERSON
033	2012-01-01	DANI ANDERSON
033	2011-01-01	MALCOLM INAMINE
033	2009-01-01	MALCOLM INAMINE

Plan Statistics for ALOHA PACIFIC FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

401k plan membership statisitcs for ALOHA PACIFIC FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

Measure Date Value
2013: ALOHA PACIFIC FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 234
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 22
2012: ALOHA PACIFIC FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 215
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 185
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 42
Total of all active and inactive participants 2012-01-01 230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 230
Number of participants with account balances 2012-01-01 196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 7
2011: ALOHA PACIFIC FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 172
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 42
Total of all active and inactive participants 2011-01-01 214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 214
Number of participants with account balances 2011-01-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 9
2009: ALOHA PACIFIC FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 122
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 17
Total of all active and inactive participants 2009-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 139
Number of participants with account balances 2009-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: ALOHA PACIFIC FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	234
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	22
2012: ALOHA PACIFIC FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	215
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	185
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	42
Total of all active and inactive participants	2012-01-01	230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	230
Number of participants with account balances	2012-01-01	196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	7
2011: ALOHA PACIFIC FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	172
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	42
Total of all active and inactive participants	2011-01-01	214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	214
Number of participants with account balances	2011-01-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	9
2009: ALOHA PACIFIC FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	122
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	17
Total of all active and inactive participants	2009-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	139
Number of participants with account balances	2009-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ALOHA PACIFIC FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

Measure	Date	Value
2013 : ALOHA PACIFIC FEDERAL CREDIT UNION CAPITAL ACCUMULATION 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	$16,991,595
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	$3,844,191
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$992,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$906,910
Value of total corrective distributions	2013-12-31	$1,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,411,185
Value of total assets at end of year	2013-12-31	$0
Value of total assets at beginning of year	2013-12-31	$14,139,942
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$83,894
Total interest from all sources	2013-12-31	$62,548
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$177,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$177,687
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$8,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
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
Contributions received from participants	2013-12-31	$650,138
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$228,515
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$11,641
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	$2,851,653
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	$14,139,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$7,473,511
Interest on participant loans	2013-12-31	$9,320
Interest earned on other investments	2013-12-31	$53,228
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest in common/collective trusts at beginning of year	2013-12-31	$3,941,536
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	$2,496,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,677,669
Net investment gain or loss from common/collective trusts	2013-12-31	$515,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
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	$749,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$906,910
Contract administrator fees	2013-12-31	$83,894
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	KMH LLP
Accountancy firm EIN	2013-12-31	421539623
2012 : ALOHA PACIFIC FEDERAL CREDIT UNION CAPITAL ACCUMULATION 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	$2,679,612
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$566,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$496,851
Value of total corrective distributions	2012-12-31	$3,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,303,089
Value of total assets at end of year	2012-12-31	$14,139,942
Value of total assets at beginning of year	2012-12-31	$12,026,896
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$66,489
Total interest from all sources	2012-12-31	$75,201
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$167,536
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	$167,536
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
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
Contributions received from participants	2012-12-31	$582,269
Participant contributions at end of year	2012-12-31	$228,515
Participant contributions at beginning of year	2012-12-31	$297,169
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$16,793
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	$2,113,046
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$14,139,942
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$12,026,896
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	$7,473,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,053,826
Interest on participant loans	2012-12-31	$11,929
Interest earned on other investments	2012-12-31	$63,272
Value of interest in common/collective trusts at end of year	2012-12-31	$3,941,536
Value of interest in common/collective trusts at beginning of year	2012-12-31	$3,644,934
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,496,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,030,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$721,487
Net investment gain or loss from common/collective trusts	2012-12-31	$412,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
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	$704,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$496,851
Contract administrator fees	2012-12-31	$66,489
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	KMH LLP
Accountancy firm EIN	2012-12-31	421539623
2011 : ALOHA PACIFIC FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$171,593
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	$1,380,194
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$340,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$277,172
Value of total corrective distributions	2011-12-31	$3,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,313,766
Value of total assets at end of year	2011-12-31	$12,026,896
Value of total assets at beginning of year	2011-12-31	$10,815,718
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$60,329
Total interest from all sources	2011-12-31	$73,465
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$134,402
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	$134,402
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$7,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
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
Contributions received from participants	2011-12-31	$580,246
Participant contributions at end of year	2011-12-31	$297,169
Participant contributions at beginning of year	2011-12-31	$183,425
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$83,242
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,039,585
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$12,026,896
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$10,815,718
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	$6,053,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,340,167
Interest on participant loans	2011-12-31	$12,161
Interest earned on other investments	2011-12-31	$61,304
Value of interest in common/collective trusts at end of year	2011-12-31	$3,644,934
Value of interest in common/collective trusts at beginning of year	2011-12-31	$3,321,150
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,030,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,970,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-186,412
Net investment gain or loss from common/collective trusts	2011-12-31	$44,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
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	$650,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$277,172
Contract administrator fees	2011-12-31	$60,329
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	KMH LLP
Accountancy firm EIN	2011-12-31	421539623
2010 : ALOHA PACIFIC FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$186,060
Total transfer of assets from this plan	2010-12-31	$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	$2,579,145
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$355,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$296,600
Value of total corrective distributions	2010-12-31	$2,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,512,067
Value of total assets at end of year	2010-12-31	$10,815,718
Value of total assets at beginning of year	2010-12-31	$8,406,101
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$56,500
Total interest from all sources	2010-12-31	$8,711
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$122,366
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	$122,366
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$485,301
Participant contributions at end of year	2010-12-31	$183,425
Participant contributions at beginning of year	2010-12-31	$183,670
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$625,996
Other income not declared elsewhere	2010-12-31	$52,757
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,223,557
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$10,815,718
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$8,406,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$5,340,167
Interest on participant loans	2010-12-31	$8,711
Value of interest in common/collective trusts at end of year	2010-12-31	$3,321,150
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$8,222,431
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,970,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$549,939
Net investment gain or loss from common/collective trusts	2010-12-31	$333,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$400,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$296,600
Contract administrator fees	2010-12-31	$56,500
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	KMH LLP
Accountancy firm EIN	2010-12-31	421539623

Form 5500 Responses for ALOHA PACIFIC FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

2013: ALOHA PACIFIC FEDERAL CREDIT UNION CAPITAL ACCUMULATION 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: ALOHA PACIFIC FEDERAL CREDIT UNION CAPITAL ACCUMULATION 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: ALOHA PACIFIC FEDERAL CREDIT UNION CAPITAL ACCUMULATION 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ALOHA PACIFIC FEDERAL CREDIT UNION CAPITAL ACCUMULATION 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

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ALOHA PACIFIC FED CR UN
Employer identification number (EIN):	990073432
NAIC Classification:	522130
NAIC Description:	Credit Unions