401k Plan data: PASADENA FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN plan

PASADENA FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PASADENA FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN
Plan identification number	002

PASADENA FEDERAL CREDIT UNION 401(K) PROFIT SHARING 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

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

Company Name: PASADENA FEDERAL CREDIT UNION

Employer identification number (EIN): 951684046

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PASADENA FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 MELINDA QUAN 2024-08-09 MELINDA QUAN 2024-08-09
002 2022-01-01 MARIO RODRIGUEZ 2023-10-12 MARIO RODRIGUEZ 2023-10-12
002 2021-01-01 MARIO RODRIGUEZ 2022-06-03 MARIO RODRIGUEZ 2022-06-03
002 2020-01-01 MARIO RODRIGUEZ 2021-08-09 MARIO RODRIGUEZ 2021-08-09
002 2019-01-01 MARIO RODRIGUEZ 2020-07-10 MARIO RODRIGUEZ 2020-07-10
002 2018-01-01 MARIO RODRIGUEZ 2019-06-21 MARIO RODRIGUEZ 2019-06-21
002 2017-01-01 ROBERT NORRIS 2018-05-18 ROBERT NORRIS 2018-05-18
002 2016-01-01 ROBERT NORRIS 2017-04-11 ROBERT NORRIS 2017-04-11
002 2015-01-01 ROBERT NORRIS 2016-04-20 ROBERT NORRIS 2016-04-20
002 2014-01-01 ROBERT NORRIS 2015-04-24 ROBERT NORRIS 2015-04-24
002 2013-01-01 ROBERT NORRIS 2014-03-31 ROBERT NORRIS 2014-03-31
002 2012-01-01 ROBERT NORRIS 2013-02-28 ROBERT NORRIS 2013-02-28
002 2011-01-01 ROBERT NORRIS 2012-03-29 ROBERT NORRIS 2012-03-29
002 2010-01-01 ROBERT NORRIS 2011-05-03 ROBERT NORRIS 2011-05-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	MELINDA QUAN	2024-08-09	MELINDA QUAN	2024-08-09
002	2022-01-01	MARIO RODRIGUEZ	2023-10-12	MARIO RODRIGUEZ	2023-10-12
002	2021-01-01	MARIO RODRIGUEZ	2022-06-03	MARIO RODRIGUEZ	2022-06-03
002	2020-01-01	MARIO RODRIGUEZ	2021-08-09	MARIO RODRIGUEZ	2021-08-09
002	2019-01-01	MARIO RODRIGUEZ	2020-07-10	MARIO RODRIGUEZ	2020-07-10
002	2018-01-01	MARIO RODRIGUEZ	2019-06-21	MARIO RODRIGUEZ	2019-06-21
002	2017-01-01	ROBERT NORRIS	2018-05-18	ROBERT NORRIS	2018-05-18
002	2016-01-01	ROBERT NORRIS	2017-04-11	ROBERT NORRIS	2017-04-11
002	2015-01-01	ROBERT NORRIS	2016-04-20	ROBERT NORRIS	2016-04-20
002	2014-01-01	ROBERT NORRIS	2015-04-24	ROBERT NORRIS	2015-04-24
002	2013-01-01	ROBERT NORRIS	2014-03-31	ROBERT NORRIS	2014-03-31
002	2012-01-01	ROBERT NORRIS	2013-02-28	ROBERT NORRIS	2013-02-28
002	2011-01-01	ROBERT NORRIS	2012-03-29	ROBERT NORRIS	2012-03-29
002	2010-01-01	ROBERT NORRIS	2011-05-03	ROBERT NORRIS	2011-05-03

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Company Name:	PASADENA FEDERAL CREDIT UNION
Employer identification number (EIN):	951684046
NAIC Classification:	522130
NAIC Description:	Credit Unions