401k Plan data: SHARED FINANCIAL SERVICES, INC. CAPITAL ACCUMULATION PLAN plan

SHARED FINANCIAL SERVICES, INC. CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan Name	SHARED FINANCIAL SERVICES, INC. CAPITAL ACCUMULATION PLAN
Plan identification number	033

SHARED FINANCIAL SERVICES, INC. CAPITAL ACCUMULATION 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SHARED FINANCIAL SOLUTIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name: SHARED FINANCIAL SOLUTIONS, INC.

Employer identification number (EIN): 475418967

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHARED FINANCIAL SERVICES, INC. CAPITAL ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
033 2024-01-01 LEIA WHITE 2024-08-13
033 2023-01-01 LEIA WHITE 2024-08-13
033 2022-01-01 VALASKA BEACHUM 2023-07-25
033 2021-01-01 ANGELA A WIGGINS 2022-08-08 ANGELA A WIGGINS 2022-08-08
033 2020-01-01 ANGELA A WIGGINS 2021-07-13 ANGELA A WIGGINS 2021-07-13
033 2019-01-01 ANGELA A. WIGGINS 2020-09-16
033 2018-01-01 HALEY E DAVEE 2019-06-12
033 2017-01-01 ROBERT SCHUCKMANN 2018-06-04
033 2016-01-01 ROBERT SCHUCKMANN 2017-09-22
033 2015-01-01 BRADLEY DOUGLAS 2016-07-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
033	2024-01-01	LEIA WHITE	2024-08-13
033	2023-01-01	LEIA WHITE	2024-08-13
033	2022-01-01	VALASKA BEACHUM	2023-07-25
033	2021-01-01	ANGELA A WIGGINS	2022-08-08	ANGELA A WIGGINS	2022-08-08
033	2020-01-01	ANGELA A WIGGINS	2021-07-13	ANGELA A WIGGINS	2021-07-13
033	2019-01-01	ANGELA A. WIGGINS	2020-09-16
033	2018-01-01	HALEY E DAVEE	2019-06-12
033	2017-01-01	ROBERT SCHUCKMANN	2018-06-04
033	2016-01-01	ROBERT SCHUCKMANN	2017-09-22
033	2015-01-01	BRADLEY DOUGLAS	2016-07-19

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Company Name:	SHARED FINANCIAL SOLUTIONS, INC.
Employer identification number (EIN):	475418967
NAIC Classification:	522130
NAIC Description:	Credit Unions