401k Plan data: GREATER MILWAUKEE CREDIT UNION CAPITAL ACCUMULATION PLAN plan

GREATER MILWAUKEE CREDIT UNION CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan Name	GREATER MILWAUKEE CREDIT UNION CAPITAL ACCUMULATION PLAN
Plan identification number	011

GREATER MILWAUKEE 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

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

Company Name: GREATER MILWAUKEE CREDIT UNION

Employer identification number (EIN): 390476360

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREATER MILWAUKEE CREDIT UNION CAPITAL ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
011 2014-01-01 LORI A POOK 2014-10-28
011 2013-01-01 LORI A POOK 2014-06-09
011 2012-01-01 LORI A POOK 2013-07-31
011 2011-01-01 LORI POOK 2012-08-27 LORI POOK 2012-08-27
011 2010-01-01 LORI A. POOK 2011-06-14 LORI A. POOK 2011-06-14
011 2009-01-01 LORI POOK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
011	2014-01-01	LORI A POOK	2014-10-28
011	2013-01-01	LORI A POOK	2014-06-09
011	2012-01-01	LORI A POOK	2013-07-31
011	2011-01-01	LORI POOK	2012-08-27	LORI POOK	2012-08-27
011	2010-01-01	LORI A. POOK	2011-06-14	LORI A. POOK	2011-06-14
011	2009-01-01	LORI POOK

Plan Statistics for GREATER MILWAUKEE CREDIT UNION CAPITAL ACCUMULATION PLAN

401k plan membership statisitcs for GREATER MILWAUKEE CREDIT UNION CAPITAL ACCUMULATION PLAN

Measure Date Value
2009: GREATER MILWAUKEE CREDIT UNION CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
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 1
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2009: GREATER MILWAUKEE CREDIT UNION CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
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	1
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Form 5500 Responses for GREATER MILWAUKEE CREDIT UNION CAPITAL ACCUMULATION PLAN

2009: GREATER MILWAUKEE 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

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Company Name:	GREATER MILWAUKEE CREDIT UNION
Employer identification number (EIN):	390476360
NAIC Classification:	522130
NAIC Description:	Credit Unions