401k Plan data: FOND DU LAC CREDIT UNION EMPLOYEE RETIREMENT PLAN & TRUST plan

FOND DU LAC CREDIT UNION EMPLOYEE RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	FOND DU LAC CREDIT UNION EMPLOYEE RETIREMENT PLAN & TRUST
Plan identification number	002

FOND DU LAC CREDIT UNION EMPLOYEE RETIREMENT PLAN & TRUST 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

FOND DU LAC CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: FOND DU LAC CREDIT UNION

Employer identification number (EIN): 390936240

NAIC Classification: 561490

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOND DU LAC CREDIT UNION EMPLOYEE RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 LORRI HEIMBACH 2024-05-22
002 2022-01-01 LORRI HEIMBACH 2023-06-08
002 2021-01-01 LORRI HEIMBACH 2022-09-27
002 2020-01-01 LORRI HEIMBACH 2021-10-05
002 2019-01-01 LORRI HEIMBACH 2020-10-01
002 2018-01-01 LORRI HEIMBACH 2019-06-03
002 2017-01-01 LORRI HEIMBACH 2018-07-23
002 2016-01-01 LORRI HEIMBACH 2017-06-05
002 2015-01-01 LORRI HEIMBACH 2016-05-19
002 2014-01-01 LORRI HEIMBACH 2015-06-05
002 2013-01-01 LORRI HEIMBACH 2014-05-29
002 2012-01-01 CHRISTINE ROCKWEIT 2013-06-25
002 2011-01-01 CHRISTINE ROCKWEIT 2012-07-12
002 2010-01-01 CHRISTINE ROCKWEIT 2011-05-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	LORRI HEIMBACH	2024-05-22
002	2022-01-01	LORRI HEIMBACH	2023-06-08
002	2021-01-01	LORRI HEIMBACH	2022-09-27
002	2020-01-01	LORRI HEIMBACH	2021-10-05
002	2019-01-01	LORRI HEIMBACH	2020-10-01
002	2018-01-01	LORRI HEIMBACH	2019-06-03
002	2017-01-01	LORRI HEIMBACH	2018-07-23
002	2016-01-01	LORRI HEIMBACH	2017-06-05
002	2015-01-01	LORRI HEIMBACH	2016-05-19
002	2014-01-01	LORRI HEIMBACH	2015-06-05
002	2013-01-01	LORRI HEIMBACH	2014-05-29
002	2012-01-01	CHRISTINE ROCKWEIT	2013-06-25
002	2011-01-01	CHRISTINE ROCKWEIT	2012-07-12
002	2010-01-01	CHRISTINE ROCKWEIT	2011-05-20

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Company Name:	FOND DU LAC CREDIT UNION
Employer identification number (EIN):	390936240
NAIC Classification:	561490