401k Plan data: VIA CREDIT UNION 401(K) RETIREMENT PLAN plan

VIA CREDIT UNION 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	VIA CREDIT UNION 401(K) RETIREMENT PLAN
Plan identification number	001

VIA CREDIT UNION 401(K) RETIREMENT PLAN 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

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

Company Name: VIA CREDIT UNION

Employer identification number (EIN): 350884006

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VIA CREDIT UNION 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 LORI FIENEA 2024-05-07
001 2022-01-01 LORI FIENE 2023-05-24
001 2021-01-01 CINDY KOHLMORGEN 2022-05-10
001 2020-01-01 DAVID ABERNATHY 2021-07-29
001 2019-01-01 DAVID ABERNATHY 2020-06-11
001 2018-01-01 DAVID ABERNATHY 2019-07-23
001 2017-01-01 DAVID ABERNATHY 2018-07-13
001 2016-01-01 BONNIE THOMPSON 2017-06-01
001 2015-01-01 BONNIE THOMPSON 2016-07-13
001 2014-01-01 BONNIE THOMPSON 2015-06-19
001 2013-01-01 BONNIE THOMPSON 2014-07-02
001 2012-01-01 BONNIE THOMPSON 2013-07-06
001 2011-01-01 BONNIE THOMPSON 2012-06-15
001 2010-01-01 BONNIE THOMPSON 2011-06-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	LORI FIENEA	2024-05-07
001	2022-01-01	LORI FIENE	2023-05-24
001	2021-01-01	CINDY KOHLMORGEN	2022-05-10
001	2020-01-01	DAVID ABERNATHY	2021-07-29
001	2019-01-01	DAVID ABERNATHY	2020-06-11
001	2018-01-01	DAVID ABERNATHY	2019-07-23
001	2017-01-01	DAVID ABERNATHY	2018-07-13
001	2016-01-01	BONNIE THOMPSON	2017-06-01
001	2015-01-01	BONNIE THOMPSON	2016-07-13
001	2014-01-01	BONNIE THOMPSON	2015-06-19
001	2013-01-01	BONNIE THOMPSON	2014-07-02
001	2012-01-01	BONNIE THOMPSON	2013-07-06
001	2011-01-01	BONNIE THOMPSON	2012-06-15
001	2010-01-01	BONNIE THOMPSON	2011-06-30

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Company Name:	VIA CREDIT UNION
Employer identification number (EIN):	350884006
NAIC Classification:	522130
NAIC Description:	Credit Unions