401k Plan data: UPPER DARBY BELLTELCO FEDERAL CREDIT UNION 401(K) PLAN AND TRUST plan

UPPER DARBY BELLTELCO FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	UPPER DARBY BELLTELCO FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
Plan identification number	001

UPPER DARBY BELLTELCO FEDERAL 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

UPPER DARBY BELLTELCO FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: UPPER DARBY BELLTELCO FEDERAL CREDIT UNION

Employer identification number (EIN): 231582345

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UPPER DARBY BELLTELCO FEDERAL 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 RICHARD J. VOTTA 2024-06-07
001 2022-01-01 RICHARD J. VOTTA 2023-06-05
001 2021-01-01 RICHARD J. VOTTA 2022-05-31
001 2020-01-01 RICHARD J. VOTTA 2021-04-23
001 2019-01-01 RICHARD J. VOTTA 2020-05-28
001 2018-01-01 RICHARD J. VOTTA 2019-05-30
001 2017-01-01 RICHARD J. VOTTA 2018-05-24
001 2016-01-01 RICHARD PUSEY 2017-05-26
001 2015-01-01 RICHARD PUSEY 2016-06-03
001 2014-01-01 RICHARD PUSEY 2015-06-26
001 2013-01-01 JOHN C SCHMIDT 2014-06-13
001 2012-01-01 JOHN C SCHMIDT 2013-07-31
001 2011-01-01 JOHN C. SCHMIDT 2012-08-10 JOHN C. SCHMIDT 2012-08-10
001 2010-01-01 JOHN SCHMIDT 2011-08-25 JOHN SCHMIDT 2011-08-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	RICHARD J. VOTTA	2024-06-07
001	2022-01-01	RICHARD J. VOTTA	2023-06-05
001	2021-01-01	RICHARD J. VOTTA	2022-05-31
001	2020-01-01	RICHARD J. VOTTA	2021-04-23
001	2019-01-01	RICHARD J. VOTTA	2020-05-28
001	2018-01-01	RICHARD J. VOTTA	2019-05-30
001	2017-01-01	RICHARD J. VOTTA	2018-05-24
001	2016-01-01	RICHARD PUSEY	2017-05-26
001	2015-01-01	RICHARD PUSEY	2016-06-03
001	2014-01-01	RICHARD PUSEY	2015-06-26
001	2013-01-01	JOHN C SCHMIDT	2014-06-13
001	2012-01-01	JOHN C SCHMIDT	2013-07-31
001	2011-01-01	JOHN C. SCHMIDT	2012-08-10	JOHN C. SCHMIDT	2012-08-10
001	2010-01-01	JOHN SCHMIDT	2011-08-25	JOHN SCHMIDT	2011-08-25

Potentially related plans

UPPER DARBY SIGN COMPANY 401(K) PLAN [EIN = 231741447]

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Company Name:	UPPER DARBY BELLTELCO FEDERAL CREDIT UNION
Employer identification number (EIN):	231582345
NAIC Classification:	522130
NAIC Description:	Credit Unions