401k Plan data: CREDIT UNIONS IN THE STATE OF plan

CREDIT UNIONS IN THE STATE OF 401k Plan overview

Plan Name	CREDIT UNIONS IN THE STATE OF
Plan identification number	002

CREDIT UNIONS IN THE STATE OF 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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

CREDIT UNIONS IN THE STATE OF CA has sponsored the creation of one or more 401k plans.

Company Name: CREDIT UNIONS IN THE STATE OF CA

Employer identification number (EIN): 940823660

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CREDIT UNIONS IN THE STATE OF

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 CREDIT UNIONS IN THE STATE OF 2014-02-28
002 2011-01-01 CHRISTINE HALEY 2012-07-16
002 2010-01-01 CHRISTINE HALEY 2012-07-13
002 2007-01-01 VALORIE PRUITT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2013-01-01	CREDIT UNIONS IN THE STATE OF	2014-02-28
002	2011-01-01	CHRISTINE HALEY	2012-07-16
002	2010-01-01	CHRISTINE HALEY	2012-07-13
002	2007-01-01	VALORIE PRUITT

Plan Statistics for CREDIT UNIONS IN THE STATE OF

401k plan membership statisitcs for CREDIT UNIONS IN THE STATE OF

Measure Date Value
2007: CREDIT UNIONS IN THE STATE OF 2007 401k membership
Total participants, beginning-of-year 2007-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 18
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 5
Total of all active and inactive participants 2007-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 23
Number of participants with account balances 2007-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0
Number of employers contributing to the scheme 2007-01-01 3

Measure	Date	Value
2007: CREDIT UNIONS IN THE STATE OF 2007 401k membership
Total participants, beginning-of-year	2007-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	18
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	5
Total of all active and inactive participants	2007-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	23
Number of participants with account balances	2007-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0
Number of employers contributing to the scheme	2007-01-01	3

Form 5500 Responses for CREDIT UNIONS IN THE STATE OF

2007: CREDIT UNIONS IN THE STATE OF 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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Company Name:	CREDIT UNIONS IN THE STATE OF CA
Employer identification number (EIN):	940823660
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services