401k Plan data: SOUTHPOINT FINANCIAL CREDIT UNION 401(K) PLAN plan

SOUTHPOINT FINANCIAL CREDIT UNION 401(K) PLAN 401k Plan overview

Plan Name	SOUTHPOINT FINANCIAL CREDIT UNION 401(K) PLAN
Plan identification number	001

SOUTHPOINT FINANCIAL CREDIT UNION 401(K) 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

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

Company Name: SOUTHPOINT FINANCIAL CREDIT UNION

Employer identification number (EIN): 410518425

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHPOINT FINANCIAL CREDIT UNION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 PATRICE GOHL 2024-07-11 PATRICE GOHL 2024-07-11
001 2022-01-01 PATRICE GOHL 2023-09-21 PATRICE GOHL 2023-09-21
001 2021-01-01 AMANDA MEYER 2022-07-06 AMANDA MEYER 2022-07-06
001 2020-01-01 AMANDA MEYER 2021-10-15 AMANDA MEYER 2021-10-15
001 2019-01-01 IRIS RUNCK 2020-08-24 IRIS RUNCK 2020-08-24
001 2018-01-01 IRIS RUNCK 2019-07-10 IRIS RUNCK 2019-07-10
001 2017-01-01 IRIS RUNCK 2018-07-12 IRIS RUNCK 2018-07-12
001 2016-01-01 IRIS RUNCK 2017-06-23
001 2015-01-01 IRIS RUNCK 2016-06-21
001 2014-01-01 IRIS RUNCK 2015-06-05
001 2013-01-01 IRIS RUNCK 2015-03-24
001 2012-01-01 WENDY SALONEK 2013-07-12
001 2011-01-01 WENDY SALONEK 2012-07-12
001 2010-01-01 WENDY SALONEK 2011-07-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	PATRICE GOHL	2024-07-11	PATRICE GOHL	2024-07-11
001	2022-01-01	PATRICE GOHL	2023-09-21	PATRICE GOHL	2023-09-21
001	2021-01-01	AMANDA MEYER	2022-07-06	AMANDA MEYER	2022-07-06
001	2020-01-01	AMANDA MEYER	2021-10-15	AMANDA MEYER	2021-10-15
001	2019-01-01	IRIS RUNCK	2020-08-24	IRIS RUNCK	2020-08-24
001	2018-01-01	IRIS RUNCK	2019-07-10	IRIS RUNCK	2019-07-10
001	2017-01-01	IRIS RUNCK	2018-07-12	IRIS RUNCK	2018-07-12
001	2016-01-01	IRIS RUNCK	2017-06-23
001	2015-01-01	IRIS RUNCK	2016-06-21
001	2014-01-01	IRIS RUNCK	2015-06-05
001	2013-01-01	IRIS RUNCK	2015-03-24
001	2012-01-01	WENDY SALONEK	2013-07-12
001	2011-01-01	WENDY SALONEK	2012-07-12
001	2010-01-01	WENDY SALONEK	2011-07-19

Potentially related plans

SOUTHPOINT FINANCIAL SERVICES, 401(K) PROFIT SHARING PLAN & TRUST [EIN = 582363251]

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Company Name:	SOUTHPOINT FINANCIAL CREDIT UNION
Employer identification number (EIN):	410518425
NAIC Classification:	522130
NAIC Description:	Credit Unions