401k Plan data: SAN JUAN MOUNTAINS CREDIT UNION 401(K) PLAN AND TRUST plan

SAN JUAN MOUNTAINS CREDIT UNION 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	SAN JUAN MOUNTAINS CREDIT UNION 401(K) PLAN AND TRUST
Plan identification number	001

SAN JUAN MOUNTAINS 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.
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

SAN JUAN MOUNTAINS CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: SAN JUAN MOUNTAINS CREDIT UNION

Employer identification number (EIN): 840512485

NAIC Classification: 522130
NAIC Description: Credit Unions

Additional information about SAN JUAN MOUNTAINS CREDIT UNION

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 1958-10-15

Company Identification Number: 19871155612

Legal Registered Office Address: 1102 S Cascade Ave

Montrose
United States of America (USA)
81401

More information about SAN JUAN MOUNTAINS CREDIT UNION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN JUAN MOUNTAINS 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
001 2023-01-01 TARA L SALAZAR 2024-08-15
001 2022-01-01 TARA L SALAZAR 2023-08-15
001 2021-01-01 TARA L SALAZAR 2022-09-01
001 2020-01-01 TARA L SALAZAR 2021-06-02
001 2019-01-01 TARA L SALAZAR 2020-07-14
001 2018-01-01 TARA L SALAZAR 2019-07-15
001 2017-01-01 TERI A REED 2018-05-30
001 2016-01-01 TERI A REED 2017-06-08
001 2015-01-01 TERI A REED 2016-06-06
001 2014-01-01 TERI A REED 2015-06-30
001 2013-01-01 TERI A REED 2014-07-31
001 2012-01-01 TERI A REED 2013-07-25
001 2011-01-01 TERI REED 2012-06-25 TERI REED 2012-06-25
001 2010-01-01 TERI REED 2011-08-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	TARA L SALAZAR	2024-08-15
001	2022-01-01	TARA L SALAZAR	2023-08-15
001	2021-01-01	TARA L SALAZAR	2022-09-01
001	2020-01-01	TARA L SALAZAR	2021-06-02
001	2019-01-01	TARA L SALAZAR	2020-07-14
001	2018-01-01	TARA L SALAZAR	2019-07-15
001	2017-01-01	TERI A REED	2018-05-30
001	2016-01-01	TERI A REED	2017-06-08
001	2015-01-01	TERI A REED	2016-06-06
001	2014-01-01	TERI A REED	2015-06-30
001	2013-01-01	TERI A REED	2014-07-31
001	2012-01-01	TERI A REED	2013-07-25
001	2011-01-01	TERI REED	2012-06-25	TERI REED	2012-06-25
001	2010-01-01	TERI REED	2011-08-09

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Company Name:	SAN JUAN MOUNTAINS CREDIT UNION
Employer identification number (EIN):	840512485
NAIC Classification:	522130
NAIC Description:	Credit Unions

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	1958-10-15
Company Identification Number:	19871155612
Legal Registered Office Address:	1102 S Cascade Ave Montrose United States of America (USA) 81401