401k Plan data: EMPLOYEE RESOURCES CREDIT UNION CAPITAL ACCUMULATION PLAN plan

EMPLOYEE RESOURCES CREDIT UNION CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan Name	EMPLOYEE RESOURCES CREDIT UNION CAPITAL ACCUMULATION PLAN
Plan identification number	033

EMPLOYEE RESOURCES 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

EMPLOYEE RESOURCES CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: EMPLOYEE RESOURCES CREDIT UNION

Employer identification number (EIN): 620714058

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE RESOURCES 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 KONDA BOWLING 2024-10-03 KONDA BOWLING 2024-10-03
033 2022-01-01 KONDA BOWLING 2023-10-06 KONDA BOWLING 2023-10-06
033 2021-01-01 KONDA BOWLING 2022-07-19 KONDA BOWLING 2022-07-19
033 2020-01-01 KONDA D BOWLING 2021-05-25
033 2019-01-01 KONDA D BOWLING 2020-05-20
033 2018-01-01 KONDA D BOWLING 2019-06-05
033 2017-01-01 KONDA D BOWLING 2018-05-16
033 2016-01-01 KONDA D BOWLING 2017-05-25
033 2015-01-01 KONDA D BOWLING 2016-09-09
033 2014-01-01 KONDA D BOWLING 2015-06-24
033 2013-04-01 KONDA D BOWLING 2014-09-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
033	2023-01-01	KONDA BOWLING	2024-10-03	KONDA BOWLING	2024-10-03
033	2022-01-01	KONDA BOWLING	2023-10-06	KONDA BOWLING	2023-10-06
033	2021-01-01	KONDA BOWLING	2022-07-19	KONDA BOWLING	2022-07-19
033	2020-01-01	KONDA D BOWLING	2021-05-25
033	2019-01-01	KONDA D BOWLING	2020-05-20
033	2018-01-01	KONDA D BOWLING	2019-06-05
033	2017-01-01	KONDA D BOWLING	2018-05-16
033	2016-01-01	KONDA D BOWLING	2017-05-25
033	2015-01-01	KONDA D BOWLING	2016-09-09
033	2014-01-01	KONDA D BOWLING	2015-06-24
033	2013-04-01	KONDA D BOWLING	2014-09-24

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Company Name:	EMPLOYEE RESOURCES CREDIT UNION
Employer identification number (EIN):	620714058
NAIC Classification:	522130
NAIC Description:	Credit Unions