401k Plan data: GOETZ CREDIT UNION 401(K) PLAN AND TRUST plan

GOETZ CREDIT UNION 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	GOETZ CREDIT UNION 401(K) PLAN AND TRUST
Plan identification number	002

GOETZ 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.
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

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

Company Name: GOETZ CREDIT UNION

Employer identification number (EIN): 440261775

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOETZ 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
002 2022-12-01 SONDA DAVIDSON 2024-05-22
002 2021-12-01 SONDA DAVIDSON 2022-12-30
002 2020-12-01 SONDA DAVIDSON 2021-12-27
002 2019-12-01 SONDA DAVIDSON 2020-12-21
002 2018-12-01 SONDA DAVIDSON 2019-12-18
002 2017-12-01 SONDA DAVIDSON 2018-12-20
002 2016-12-01 SONDA DAVIDSON 2018-04-19
002 2015-12-01 SONDA DAVIDSON 2017-06-21
002 2014-12-01 SONDA DAVIDSON 2016-04-14
002 2013-12-01 SONDA DAVIDSON 2015-01-16
002 2012-12-01 SONDA DAVIDSON 2014-07-21
002 2011-12-01 SONDA DAVIDSON 2013-07-26
002 2010-12-01 SONDA DAVIDSON 2012-04-19 SONDA DAVIDSON 2012-04-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-12-01	SONDA DAVIDSON	2024-05-22
002	2021-12-01	SONDA DAVIDSON	2022-12-30
002	2020-12-01	SONDA DAVIDSON	2021-12-27
002	2019-12-01	SONDA DAVIDSON	2020-12-21
002	2018-12-01	SONDA DAVIDSON	2019-12-18
002	2017-12-01	SONDA DAVIDSON	2018-12-20
002	2016-12-01	SONDA DAVIDSON	2018-04-19
002	2015-12-01	SONDA DAVIDSON	2017-06-21
002	2014-12-01	SONDA DAVIDSON	2016-04-14
002	2013-12-01	SONDA DAVIDSON	2015-01-16
002	2012-12-01	SONDA DAVIDSON	2014-07-21
002	2011-12-01	SONDA DAVIDSON	2013-07-26
002	2010-12-01	SONDA DAVIDSON	2012-04-19	SONDA DAVIDSON	2012-04-19

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Company Name:	GOETZ CREDIT UNION
Employer identification number (EIN):	440261775
NAIC Classification:	522130
NAIC Description:	Credit Unions