401k Plan data: DEPARTMENT OF THE INTERIOR FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN plan

DEPARTMENT OF THE INTERIOR FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan Name	DEPARTMENT OF THE INTERIOR FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN
Plan identification number	033

DEPARTMENT OF THE INTERIOR FEDERAL 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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

DEPARTMENT OF THE INTERIOR FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: DEPARTMENT OF THE INTERIOR FEDERAL CREDIT UNION

Employer identification number (EIN): 530207328

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEPARTMENT OF THE INTERIOR FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
033 2023-01-01 MICHAEL MERRYMAN 2024-06-17 MICHAEL MERRYMAN 2024-06-17
033 2022-01-01 MICHAEL MERRYMAN 2023-07-07 MICHAEL MERRYMAN 2023-07-07
033 2021-01-01 MICHAEL MERRYMAN 2022-07-05 MICHAEL MERRYMAN 2022-07-05
033 2020-01-01 MICHAEL R MERRYMAN 2021-04-22
033 2019-01-01 MICHAEL R MERRYMAN 2020-05-11
033 2018-01-01 MICHAEL R MERRYMAN 2019-05-21
033 2017-01-01 MICHAEL R MERRYMAN 2018-05-24
033 2016-01-01 MICHAEL R MERRYMAN 2017-06-08
033 2015-01-01 MICHAEL R MERRYMAN 2016-05-20
033 2014-01-01 MICHAEL R MERRYMAN 2015-05-21
033 2013-01-01 MICHAEL R MERRYMAN 2014-04-29
033 2012-01-01 MICHAEL R MERRYMAN 2013-07-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
033	2023-01-01	MICHAEL MERRYMAN	2024-06-17	MICHAEL MERRYMAN	2024-06-17
033	2022-01-01	MICHAEL MERRYMAN	2023-07-07	MICHAEL MERRYMAN	2023-07-07
033	2021-01-01	MICHAEL MERRYMAN	2022-07-05	MICHAEL MERRYMAN	2022-07-05
033	2020-01-01	MICHAEL R MERRYMAN	2021-04-22
033	2019-01-01	MICHAEL R MERRYMAN	2020-05-11
033	2018-01-01	MICHAEL R MERRYMAN	2019-05-21
033	2017-01-01	MICHAEL R MERRYMAN	2018-05-24
033	2016-01-01	MICHAEL R MERRYMAN	2017-06-08
033	2015-01-01	MICHAEL R MERRYMAN	2016-05-20
033	2014-01-01	MICHAEL R MERRYMAN	2015-05-21
033	2013-01-01	MICHAEL R MERRYMAN	2014-04-29
033	2012-01-01	MICHAEL R MERRYMAN	2013-07-22

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Company Name:	DEPARTMENT OF THE INTERIOR FEDERAL CREDIT UNION
Employer identification number (EIN):	530207328
NAIC Classification:	522130
NAIC Description:	Credit Unions