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CREDIT UNION OF VERMONT CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan NameCREDIT UNION OF VERMONT CAPITAL ACCUMULATION PLAN
Plan identification number 033

CREDIT UNION OF VERMONT CAPITAL ACCUMULATION 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.
  • 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

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

Company Name:CREDIT UNION OF VERMONT
Employer identification number (EIN):030211361
NAIC Classification:522130
NAIC Description:Credit Unions

Additional information about CREDIT UNION OF VERMONT

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date: 1958-09-22
Company Identification Number: 44674
Legal Registered Office Address: 6 SOUTH MAIN STREET

RUTLAND
United States of America (USA)
05701

More information about CREDIT UNION OF VERMONT

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CREDIT UNION OF VERMONT CAPITAL ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0332023-01-01JENNIFER TAYLOR2024-07-04 JENNIFER TAYLOR2024-07-04
0332022-01-01BRIAN FOGG2023-05-15 BRIAN FOGG2023-05-15
0332021-01-01BRIAN FOGG2022-04-21 BRIAN FOGG2022-04-21
0332020-01-01BRIAN FOGG2021-04-26 BRIAN FOGG2021-04-26
0332019-01-01BRIAN FOGG2020-05-08 BRIAN FOGG2020-05-08
0332018-01-01BRIAN FOGG2019-05-31 BRIAN FOGG2019-05-31
0332017-01-01BRIAN FOGG2018-05-10 BRIAN FOGG2018-05-10
0332016-01-01BRIAN FOGG2017-04-28 BRIAN FOGG2017-04-28
0332015-01-01BRIAN L FOGG2016-08-29 BRIAN L FOGG2016-08-29
0332011-01-01BRIAN FOGG2012-07-17
0332010-01-01BRIAN FOGG2011-06-16
0332009-01-01BRIAN FOGG

Plan Statistics for CREDIT UNION OF VERMONT CAPITAL ACCUMULATION PLAN

401k plan membership statisitcs for CREDIT UNION OF VERMONT CAPITAL ACCUMULATION PLAN

Measure Date Value
2009: CREDIT UNION OF VERMONT CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0112
Total number of active participants reported on line 7a of the Form 55002009-01-019
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0112
Number of participants with account balances2009-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Form 5500 Responses for CREDIT UNION OF VERMONT CAPITAL ACCUMULATION PLAN

2009: CREDIT UNION OF VERMONT CAPITAL ACCUMULATION 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

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