Profile
Oneaz Credit Union 401(K) Plan in Phoenix, AZ is in Phoenix, AZ, its EIN is 860108770, its industry group is Depository Credit Intermediation, its plan administrator is Terry Simpson, is a profit-sharing plan, covered by a fidelity bond, self-administered by the plan sponsor, provides for automatic enrollment, is a single-employer plan, has total assets of $10M to $50M, its business code is 522130, has 500 to 999 total participants, is better than the overall participant averages in each of net income per total participant, active-participant contributions per head, employer contributions per active participant, and total administrative expense per participant (4 total), and is higher than the overall administrative medians in each of professional fees, contract administrator fees, and total administrative expenses.
Numeric values:
- total assets at beginning of plan year ($45,145,704)
- net assets (assets minus liabilities) ($38.40M)
- total assets ($38,396,116)
- value of interest in pooled separate accounts ($26,351,275)
- value of interest in registered investment companies (e.g., mutual funds) ($8.70M)
- total contributions ($4,951,635)
- total expenses ($4,345,248)
- cash contributions from participants ($3,107,954)
- value of interest in common/collective trusts ($2,633,933)
- cash contributions from employers ($1,622,873)
- participant loans ($671,230)
- total administrative expenses ($76,657)
- contract administrator fees ($76,626)
- average account balance ($55,088)
- average participant cash contribution per active participant ($6,082)
- average employer cash contribution per active participant ($3,176)
- total administrative expense per participant ($109.98)
- professional fees ($31)
- total noninterest-bearing cash ($0)
- receivables - employer contributions ($0)
- receivables - participant contributions ($0)
- other receivables (not employer nor participant contributions) ($0)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- value of funds held in insurance company general account (unallocated contracts) ($0)
- other general investments ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- total liabilities ($0)
- corrective distributions ($0)
- investment advisory and management fees ($0)
- other administrative expenses ($0)
- asset transfers to this plan ($0)
- asset transfers from this plan ($0)
- net income per total participant (-$9,684)
- total income (-$2,404,340)
- net income (-$6,749,588)
- earnings on investments (-$7,355,975)
- net earnings on investments (-$7,355,975)
- percentage of active participants (73.3%)
- diversity of asset types (26.7%)
- participant loans as a percentage of plan assets (1.75%)
- total administrative expense ratio (0.200%)
- total cash as a percentage of plan assets (0.00%)
- employer securities as a percentage of plan assets (0.00%)
- yield on beginning-of-plan-year total assets (-16.29%)
- active participants (511)
- deceased participants whose beneficiaries receive or are entitled to benefits (3)
- living participants (694)
- other retired or separated participants entitled to future benefits (182)
- retired or separated participants receiving benefits (1)
- total participants (697)