401k Plan data: MONTANA CREDIT UNION LEAGUE & LEAGUE SERVICE GROUP 401(K) PLAN AND TRUST plan

MONTANA CREDIT UNION LEAGUE & LEAGUE SERVICE GROUP 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	MONTANA CREDIT UNION LEAGUE & LEAGUE SERVICE GROUP 401(K) PLAN AND TRUST
Plan identification number	002

MONTANA CREDIT UNION LEAGUE & LEAGUE SERVICE GROUP 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.
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

MONTANA CREDIT UNION NETWORK has sponsored the creation of one or more 401k plans.

Company Name: MONTANA CREDIT UNION NETWORK

Employer identification number (EIN): 810240316

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONTANA CREDIT UNION LEAGUE & LEAGUE SERVICE GROUP 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 GERRY SINGLETON 2024-07-01 GERRY SINGLETON 2024-07-01
002 2022-01-01 TRACIE KENYON 2023-06-22 TRACIE KENYON 2023-06-22
002 2021-01-01 TRACIE KENYON 2022-07-26 TRACIE KENYON 2022-07-26
002 2020-01-01 TRACIE G KENYON 2021-05-25
002 2019-01-01 TRACIE G KENYON 2020-09-14
002 2018-01-01 TRACIE G KENYON 2019-06-10
002 2017-01-01 TRACIE G KENYON 2018-05-12
002 2016-01-01 TRACIE G KENYON 2017-05-15
002 2015-01-01 TRACIE G KENYON 2016-06-04
002 2014-01-01 TRACIE G KENYON 2015-06-30
002 2013-01-01 TRACIE G KENYON 2014-05-01
002 2012-01-01 TRACIE G KENYON 2013-06-04
002 2011-01-01 TRACIE KENYON 2012-09-04
002 2010-01-01 TRACIE KENYON 2011-08-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	GERRY SINGLETON	2024-07-01	GERRY SINGLETON	2024-07-01
002	2022-01-01	TRACIE KENYON	2023-06-22	TRACIE KENYON	2023-06-22
002	2021-01-01	TRACIE KENYON	2022-07-26	TRACIE KENYON	2022-07-26
002	2020-01-01	TRACIE G KENYON	2021-05-25
002	2019-01-01	TRACIE G KENYON	2020-09-14
002	2018-01-01	TRACIE G KENYON	2019-06-10
002	2017-01-01	TRACIE G KENYON	2018-05-12
002	2016-01-01	TRACIE G KENYON	2017-05-15
002	2015-01-01	TRACIE G KENYON	2016-06-04
002	2014-01-01	TRACIE G KENYON	2015-06-30
002	2013-01-01	TRACIE G KENYON	2014-05-01
002	2012-01-01	TRACIE G KENYON	2013-06-04
002	2011-01-01	TRACIE KENYON	2012-09-04
002	2010-01-01	TRACIE KENYON	2011-08-16

Potentially related plans

MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST [EIN = 376420195]

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Company Name:	MONTANA CREDIT UNION NETWORK
Employer identification number (EIN):	810240316
NAIC Classification:	522130
NAIC Description:	Credit Unions