401k Plan data: PERSONAL CARE AMERICA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST plan

PERSONAL CARE AMERICA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	PERSONAL CARE AMERICA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
Plan identification number	002

PERSONAL CARE AMERICA FEDERAL 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.
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

PERSONAL CARE AMERICA FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: PERSONAL CARE AMERICA FEDERAL CREDIT UNION

Employer identification number (EIN): 060944493

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERSONAL CARE AMERICA FEDERAL 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 2023-01-01 NICHOLAS MOALLI 2024-04-23 NICHOLAS MOALLI 2024-04-23
002 2022-01-01 NICHOLAS MOALLI 2023-05-12 NICHOLAS MOALLI 2023-05-12
002 2021-01-01 NICHOLAS MOALLI 2022-04-06 NICHOLAS MOALLI 2022-04-06
002 2020-01-01 NICHOLAS MOALLI 2021-09-15 NICHOLAS MOALLI 2021-09-15
002 2019-01-01 NICHOLAS MOALLI 2020-07-21
002 2018-01-01 NICHOLAS MOALLI 2019-05-07 NICHOLAS MOALLI 2019-05-07
002 2017-01-01 NICHOLAS MOALLI 2018-07-31 NICHOLAS MOALLI 2018-07-31
002 2016-01-01 JOHN KEET 2017-10-04
002 2015-01-01 MAUREEN BALAZSI 2016-09-16
002 2014-01-01 MAUREEN BALAZSI 2015-05-13
002 2013-01-01 MAUREEN BALAZSI 2014-05-01
002 2012-01-01 MAUREEN BALAZSI 2013-09-30
002 2011-01-01 MAUREEN BALAZSI 2012-10-15
002 2010-01-01 MAUREEN BALAZSI 2011-06-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	NICHOLAS MOALLI	2024-04-23	NICHOLAS MOALLI	2024-04-23
002	2022-01-01	NICHOLAS MOALLI	2023-05-12	NICHOLAS MOALLI	2023-05-12
002	2021-01-01	NICHOLAS MOALLI	2022-04-06	NICHOLAS MOALLI	2022-04-06
002	2020-01-01	NICHOLAS MOALLI	2021-09-15	NICHOLAS MOALLI	2021-09-15
002	2019-01-01	NICHOLAS MOALLI	2020-07-21
002	2018-01-01	NICHOLAS MOALLI	2019-05-07	NICHOLAS MOALLI	2019-05-07
002	2017-01-01	NICHOLAS MOALLI	2018-07-31	NICHOLAS MOALLI	2018-07-31
002	2016-01-01	JOHN KEET	2017-10-04
002	2015-01-01	MAUREEN BALAZSI	2016-09-16
002	2014-01-01	MAUREEN BALAZSI	2015-05-13
002	2013-01-01	MAUREEN BALAZSI	2014-05-01
002	2012-01-01	MAUREEN BALAZSI	2013-09-30
002	2011-01-01	MAUREEN BALAZSI	2012-10-15
002	2010-01-01	MAUREEN BALAZSI	2011-06-21

Plan Statistics for PERSONAL CARE AMERICA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k plan membership statisitcs for PERSONAL CARE AMERICA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2025: PERSONAL CARE AMERICA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year 2025-06-02 22
Total number of particpants at end of year 2025-06-02 24
Number of Participants With Account Balances 2025-06-02 16
2024: PERSONAL CARE AMERICA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year 2024-04-24 21
Total number of particpants at end of year 2024-04-24 22
Number of Participants With Account Balances 2024-04-24 15

Measure	Date	Value
2025: PERSONAL CARE AMERICA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year	2025-06-02	22
Total number of particpants at end of year	2025-06-02	24
Number of Participants With Account Balances	2025-06-02	16
2024: PERSONAL CARE AMERICA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year	2024-04-24	21
Total number of particpants at end of year	2024-04-24	22
Number of Participants With Account Balances	2024-04-24	15

Financial Data on PERSONAL CARE AMERICA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Measure	Date	Value
2025 : PERSONAL CARE AMERICA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-06-02	66500
Net assets as of the end of the plan year	2025-06-02	582339
Total assets as of the beginning of the plan year	2025-06-02	497808
Value of plan covered by a fidelity bond	2025-06-02	2750000
Participant contributions to plan in this plan year	2025-06-02	59810
Value of participant loans at end of plan year	2025-06-02	274
Other income to plan in this plan year	2025-06-02	55469
Plan net income in this plan year	2025-06-02	84531
Net assets as of the end of the plan year	2025-06-02	582339
Net assets as of the beginning of the plan year	2025-06-02	497808
Employer contributions to plan in this plan year	2025-06-02	35752
2024 : PERSONAL CARE AMERICA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2024 401k financial data
Total transfers to/from plan in this plan year	2024-04-24	109534
Total expenses incurred by plan in this plan year	2024-04-24	12794
Net assets as of the end of the plan year	2024-04-24	497808
Total assets as of the beginning of the plan year	2024-04-24	276130
Value of plan covered by a fidelity bond	2024-04-24	2750000
Participant contributions to plan in this plan year	2024-04-24	51874
Value of participant loans at end of plan year	2024-04-24	3763
Other income to plan in this plan year	2024-04-24	42456
Plan net income in this plan year	2024-04-24	112144
Net assets as of the end of the plan year	2024-04-24	497808
Net assets as of the beginning of the plan year	2024-04-24	276130
Employer contributions to plan in this plan year	2024-04-24	30608

Potentially related plans

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Company Name:	PERSONAL CARE AMERICA FEDERAL CREDIT UNION
Employer identification number (EIN):	060944493
NAIC Classification:	522130
NAIC Description:	Credit Unions