401k Plan data: SOUND FEDERAL CREDIT UNION 401(K) PLAN & TRUST plan

SOUND FEDERAL CREDIT UNION 401(K) PLAN & TRUST 401k Plan overview

Plan Name	SOUND FEDERAL CREDIT UNION 401(K) PLAN & TRUST
Plan identification number	003

SOUND FEDERAL CREDIT UNION 401(K) PLAN & 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

SOUND FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: SOUND FEDERAL CREDIT UNION

Employer identification number (EIN): 060724831

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUND FEDERAL CREDIT UNION 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 FAITH FULLER-HAYDEN 2024-06-11
003 2022-01-01 FAITH FULLER-HAYDEN 2023-07-03
003 2021-01-01 FAITH FULLER-HAYDEN 2022-06-22 FAITH FULLER-HAYDEN 2022-06-22
003 2020-01-01 FAITH FULLER-HAYDEN 2021-05-24
003 2019-01-01 FAITH FULLER-HAYDEN 2020-07-06
003 2018-01-01 FAITH FULLER-HAYDEN 2019-07-30 DAVID F. LUCS 2019-07-30
003 2017-01-01 DAVID LUCAS 2018-05-22
003 2016-01-01 DAVID LUCAS 2017-05-09
003 2015-01-01 DAVID LUCAS 2016-06-06
003 2014-01-01 DAVID LUCAS 2015-06-01
003 2013-01-01 DAVID LUCAS 2014-05-14
003 2012-01-01 DAVID LUCAS 2013-08-30
003 2011-01-01 DAVID LUCAS 2012-08-14
003 2010-01-01 DAVID F. LUCAS, TRUSTEE 2011-05-09 STAMFORD FEDERAL CREDIT UNION 2011-05-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	FAITH FULLER-HAYDEN	2024-06-11
003	2022-01-01	FAITH FULLER-HAYDEN	2023-07-03
003	2021-01-01	FAITH FULLER-HAYDEN	2022-06-22	FAITH FULLER-HAYDEN	2022-06-22
003	2020-01-01	FAITH FULLER-HAYDEN	2021-05-24
003	2019-01-01	FAITH FULLER-HAYDEN	2020-07-06
003	2018-01-01	FAITH FULLER-HAYDEN	2019-07-30	DAVID F. LUCS	2019-07-30
003	2017-01-01	DAVID LUCAS	2018-05-22
003	2016-01-01	DAVID LUCAS	2017-05-09
003	2015-01-01	DAVID LUCAS	2016-06-06
003	2014-01-01	DAVID LUCAS	2015-06-01
003	2013-01-01	DAVID LUCAS	2014-05-14
003	2012-01-01	DAVID LUCAS	2013-08-30
003	2011-01-01	DAVID LUCAS	2012-08-14
003	2010-01-01	DAVID F. LUCAS, TRUSTEE	2011-05-09	STAMFORD FEDERAL CREDIT UNION	2011-05-09

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Company Name:	SOUND FEDERAL CREDIT UNION
Employer identification number (EIN):	060724831
NAIC Classification:	522130
NAIC Description:	Credit Unions