401k Plan data: KEMBA ROANOKE FEDERAL CREDIT UNION 401(K) PLAN & TRUST plan

KEMBA ROANOKE FEDERAL CREDIT UNION 401(K) PLAN & TRUST 401k Plan overview

Plan Name	KEMBA ROANOKE FEDERAL CREDIT UNION 401(K) PLAN & TRUST
Plan identification number	001

KEMBA ROANOKE FEDERAL CREDIT UNION 401(K) PLAN & 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.
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

KEMBA ROANOKE FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: KEMBA ROANOKE FEDERAL CREDIT UNION

Employer identification number (EIN): 546038219

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEMBA ROANOKE FEDERAL CREDIT UNION 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 STEPHEN ALLAN DAVIDSON 2024-09-12
001 2022-01-01 STEPHEN ALLAN DAVIDSON 2023-05-17
001 2021-01-01 STEPHEN ALLAN DAVIDSON 2022-06-06
001 2020-01-01 STEPHEN ALLAN DAVIDSON 2021-04-27
001 2019-01-01 STEPHEN ALLAN DAVIDSON 2020-05-29
001 2018-01-01 STEPHEN ALLAN DAVIDSON 2019-05-09
001 2017-01-01 ALLAN DAVIDSON 2018-06-25
001 2016-01-01 CAROLYN MORRIS 2017-07-21
001 2015-01-01 CAROLYN MORRIS 2016-07-20
001 2014-01-01 CAROLYN MORRIS 2015-08-07
001 2013-01-01 CAROLYN MORRIS 2014-06-16
001 2012-01-01 CAROLYN MORRIS 2013-05-31
001 2011-01-01 CAROLYN MORRIS 2012-06-22 CAROLYN MORRIS 2012-06-22
001 2010-01-01 CAROLYN MORRIS 2011-08-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	STEPHEN ALLAN DAVIDSON	2024-09-12
001	2022-01-01	STEPHEN ALLAN DAVIDSON	2023-05-17
001	2021-01-01	STEPHEN ALLAN DAVIDSON	2022-06-06
001	2020-01-01	STEPHEN ALLAN DAVIDSON	2021-04-27
001	2019-01-01	STEPHEN ALLAN DAVIDSON	2020-05-29
001	2018-01-01	STEPHEN ALLAN DAVIDSON	2019-05-09
001	2017-01-01	ALLAN DAVIDSON	2018-06-25
001	2016-01-01	CAROLYN MORRIS	2017-07-21
001	2015-01-01	CAROLYN MORRIS	2016-07-20
001	2014-01-01	CAROLYN MORRIS	2015-08-07
001	2013-01-01	CAROLYN MORRIS	2014-06-16
001	2012-01-01	CAROLYN MORRIS	2013-05-31
001	2011-01-01	CAROLYN MORRIS	2012-06-22	CAROLYN MORRIS	2012-06-22
001	2010-01-01	CAROLYN MORRIS	2011-08-11

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Company Name:	KEMBA ROANOKE FEDERAL CREDIT UNION
Employer identification number (EIN):	546038219
NAIC Classification:	522130
NAIC Description:	Credit Unions