401k Plan data: COLLEGEDALE CREDIT UNION 401(K) PLAN & TRUST plan

COLLEGEDALE CREDIT UNION 401(K) PLAN & TRUST 401k Plan overview

Plan Name	COLLEGEDALE CREDIT UNION 401(K) PLAN & TRUST
Plan identification number	002

COLLEGEDALE 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.
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.
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

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

Company Name: COLLEGEDALE CREDIT UNION

Employer identification number (EIN): 620577184

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 KIMBERLY ABERNATHY 2024-08-14
002 2022-01-01 KIMBERLY ABERNATHY 2023-05-25
002 2021-01-01 JOY J TRAXLER 2022-06-08
002 2020-01-01 ERROL EDER 2021-07-01
002 2019-01-01 ERROL EDER 2020-06-09
002 2018-01-01 ERROL EDER 2019-07-24
002 2017-01-01 ERROL EDER 2018-05-16
002 2016-01-01 ERROL EDER 2017-07-25
002 2015-01-01 ERROL EDER 2016-07-29
002 2014-01-01 ERROL EDER 2015-07-31
002 2013-01-01 RANDALL WHITE 2014-06-12
002 2012-01-01 RANDALL WHITE 2013-10-09
002 2011-01-01 RANDALL WHITE 2012-04-26 RANDALL WHITE 2012-04-26
002 2010-01-01 RANDALL WHITE 2011-08-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	KIMBERLY ABERNATHY	2024-08-14
002	2022-01-01	KIMBERLY ABERNATHY	2023-05-25
002	2021-01-01	JOY J TRAXLER	2022-06-08
002	2020-01-01	ERROL EDER	2021-07-01
002	2019-01-01	ERROL EDER	2020-06-09
002	2018-01-01	ERROL EDER	2019-07-24
002	2017-01-01	ERROL EDER	2018-05-16
002	2016-01-01	ERROL EDER	2017-07-25
002	2015-01-01	ERROL EDER	2016-07-29
002	2014-01-01	ERROL EDER	2015-07-31
002	2013-01-01	RANDALL WHITE	2014-06-12
002	2012-01-01	RANDALL WHITE	2013-10-09
002	2011-01-01	RANDALL WHITE	2012-04-26	RANDALL WHITE	2012-04-26
002	2010-01-01	RANDALL WHITE	2011-08-15

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Company Name:	COLLEGEDALE CREDIT UNION
Employer identification number (EIN):	620577184
NAIC Classification:	522130
NAIC Description:	Credit Unions