401k Plan data: BAY SHORE CREDIT UNION 401(K) PLAN AND TRUST plan

BAY SHORE CREDIT UNION 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	BAY SHORE CREDIT UNION 401(K) PLAN AND TRUST
Plan identification number	002

BAY SHORE CREDIT UNION 401(K) PLAN AND 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.
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

BAY SHORE CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: BAY SHORE CREDIT UNION

Employer identification number (EIN): 390963263

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAY SHORE CREDIT UNION 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 VICKI CARVIOU 2024-06-27 VICKI CARVIOU 2024-06-27
002 2022-01-01 VICKI CARVIOU 2023-06-26 VICKI CARVIOU 2023-06-26
002 2021-01-01 VICKI CARVIOU 2022-06-30 VICKI CARVIOU 2022-06-30
002 2020-01-01 VICKI CARVIOU 2021-05-25
002 2019-01-01 VICKI CARVIOU 2020-05-27
002 2018-01-01 VICKI CARVIOU 2019-05-29
002 2017-01-01 VICKI CARVIOU 2018-06-14
002 2016-01-01 VICKI CARVIOU 2017-05-24
002 2015-01-01 VICKI CARVIOU 2016-05-19
002 2014-01-01 VICKI CARVIOU 2015-06-26
002 2013-01-01 VICKI CARVIOU 2014-05-20
002 2012-01-01 VICKI CARVIOU 2013-05-14
002 2011-01-01 VICKI CARVIOU 2012-04-12
002 2010-01-01 VICKI CARVIOU 2011-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	VICKI CARVIOU	2024-06-27	VICKI CARVIOU	2024-06-27
002	2022-01-01	VICKI CARVIOU	2023-06-26	VICKI CARVIOU	2023-06-26
002	2021-01-01	VICKI CARVIOU	2022-06-30	VICKI CARVIOU	2022-06-30
002	2020-01-01	VICKI CARVIOU	2021-05-25
002	2019-01-01	VICKI CARVIOU	2020-05-27
002	2018-01-01	VICKI CARVIOU	2019-05-29
002	2017-01-01	VICKI CARVIOU	2018-06-14
002	2016-01-01	VICKI CARVIOU	2017-05-24
002	2015-01-01	VICKI CARVIOU	2016-05-19
002	2014-01-01	VICKI CARVIOU	2015-06-26
002	2013-01-01	VICKI CARVIOU	2014-05-20
002	2012-01-01	VICKI CARVIOU	2013-05-14
002	2011-01-01	VICKI CARVIOU	2012-04-12
002	2010-01-01	VICKI CARVIOU	2011-07-26

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Company Name:	BAY SHORE CREDIT UNION
Employer identification number (EIN):	390963263
NAIC Classification:	522130
NAIC Description:	Credit Unions