401k Plan data: ELECTRONIC FUNDS TRANSFER CORPORATION 401 (K) PLAN plan

ELECTRONIC FUNDS TRANSFER CORPORATION 401 (K) PLAN 401k Plan overview

Plan Name	ELECTRONIC FUNDS TRANSFER CORPORATION 401 (K) PLAN
Plan identification number	001

ELECTRONIC FUNDS TRANSFER CORPORATION 401 (K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ELECTRONIC FUNDS TRANSFER CORP has sponsored the creation of one or more 401k plans.

Company Name: ELECTRONIC FUNDS TRANSFER CORP

Employer identification number (EIN): 113358832

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ELECTRONIC FUNDS TRANSFER CORPORATION 401 (K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JOHN HAUSSNER 2024-05-08
001 2022-01-01 JOHN HAUSSNER 2023-05-08
001 2021-01-01 JOHN HAUSSNER 2022-05-03
001 2020-01-01 JOHN HAUSSNER 2021-05-06
001 2018-01-01 JOHN HAUSSNER 2019-04-16
001 2017-01-01 JOHN HAUSSNER 2018-05-08
001 2016-01-01 JOHN HAUSSNER 2017-07-11
001 2015-01-01 JOHN HAUSSNER 2016-05-23
001 2014-01-01 JOHN HAUSSNER
001 2013-01-01
001 2012-01-01 DIANE HEBERT 2013-07-25
001 2011-01-01 DIANE HEBERT 2012-07-13
001 2010-01-01 JAMES CONSOLATI 2011-09-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	JOHN HAUSSNER	2024-05-08
001	2022-01-01	JOHN HAUSSNER	2023-05-08
001	2021-01-01	JOHN HAUSSNER	2022-05-03
001	2020-01-01	JOHN HAUSSNER	2021-05-06
001	2018-01-01	JOHN HAUSSNER	2019-04-16
001	2017-01-01	JOHN HAUSSNER	2018-05-08
001	2016-01-01	JOHN HAUSSNER	2017-07-11
001	2015-01-01	JOHN HAUSSNER	2016-05-23
001	2014-01-01	JOHN HAUSSNER
001	2013-01-01
001	2012-01-01	DIANE HEBERT	2013-07-25
001	2011-01-01	DIANE HEBERT	2012-07-13
001	2010-01-01	JAMES CONSOLATI	2011-09-08

Plan Statistics for ELECTRONIC FUNDS TRANSFER CORPORATION 401 (K) PLAN

401k plan membership statisitcs for ELECTRONIC FUNDS TRANSFER CORPORATION 401 (K) PLAN

Measure Date Value
2025: ELECTRONIC FUNDS TRANSFER CORPORATION 401 (K) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-04-08 41
Total number of particpants at end of year 2025-04-08 35
Number of Participants With Account Balances 2025-04-08 31
2024: ELECTRONIC FUNDS TRANSFER CORPORATION 401 (K) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-05-08 39
Total number of particpants at end of year 2024-05-08 39
Number of Participants With Account Balances 2024-05-08 35
2022: ELECTRONIC FUNDS TRANSFER CORPORATION 401 (K) PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-05-03 36
Total number of particpants at end of year 2022-05-03 38
Number of Participants With Account Balances 2022-05-03 37
2014: ELECTRONIC FUNDS TRANSFER CORPORATION 401 (K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 30
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 35
Number of participants with account balances 2014-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1

Measure	Date	Value
2025: ELECTRONIC FUNDS TRANSFER CORPORATION 401 (K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-04-08	41
Total number of particpants at end of year	2025-04-08	35
Number of Participants With Account Balances	2025-04-08	31
2024: ELECTRONIC FUNDS TRANSFER CORPORATION 401 (K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-05-08	39
Total number of particpants at end of year	2024-05-08	39
Number of Participants With Account Balances	2024-05-08	35
2022: ELECTRONIC FUNDS TRANSFER CORPORATION 401 (K) PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-05-03	36
Total number of particpants at end of year	2022-05-03	38
Number of Participants With Account Balances	2022-05-03	37
2014: ELECTRONIC FUNDS TRANSFER CORPORATION 401 (K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	30
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	35
Number of participants with account balances	2014-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1

Financial Data on ELECTRONIC FUNDS TRANSFER CORPORATION 401 (K) PLAN

Measure	Date	Value
2025 : ELECTRONIC FUNDS TRANSFER CORPORATION 401 (K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-04-08	0
Total liabilities as of the end of the plan year	2025-04-08	0
Total liabilities as of the beginning of the plan year	2025-04-08	0
Total expenses incurred by plan in this plan year	2025-04-08	2103069
Net assets as of the end of the plan year	2025-04-08	2594421
Total assets as of the beginning of the plan year	2025-04-08	3985752
Value of plan covered by a fidelity bond	2025-04-08	398575
Participant contributions to plan in this plan year	2025-04-08	161061
Value of participant loans at end of plan year	2025-04-08	37192
Other expenses paid from plan in this plan year	2025-04-08	0
Other contributions to plan in this plan year	2025-04-08	0
Other income to plan in this plan year	2025-04-08	476662
Plan net income in this plan year	2025-04-08	-1391331
Net assets as of the end of the plan year	2025-04-08	2594421
Net assets as of the beginning of the plan year	2025-04-08	3985752
Employer contributions to plan in this plan year	2025-04-08	74015
Expensese paid to adminstrative service provicers from plan in this plan year	2025-04-08	8725
2024 : ELECTRONIC FUNDS TRANSFER CORPORATION 401 (K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-05-08	0
Total liabilities as of the end of the plan year	2024-05-08	0
Total liabilities as of the beginning of the plan year	2024-05-08	0
Total expenses incurred by plan in this plan year	2024-05-08	7548
Net assets as of the end of the plan year	2024-05-08	3985752
Total assets as of the beginning of the plan year	2024-05-08	3127910
Value of plan covered by a fidelity bond	2024-05-08	312791
Participant contributions to plan in this plan year	2024-05-08	191375
Value of participant loans at end of plan year	2024-05-08	7057
Other expenses paid from plan in this plan year	2024-05-08	0
Other contributions to plan in this plan year	2024-05-08	0
Other income to plan in this plan year	2024-05-08	593044
Plan net income in this plan year	2024-05-08	857842
Net assets as of the end of the plan year	2024-05-08	3985752
Net assets as of the beginning of the plan year	2024-05-08	3127910
Employer contributions to plan in this plan year	2024-05-08	80971
Expensese paid to adminstrative service provicers from plan in this plan year	2024-05-08	7548
2022 : ELECTRONIC FUNDS TRANSFER CORPORATION 401 (K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-05-03	0
Total liabilities as of the end of the plan year	2022-05-03	0
Total liabilities as of the beginning of the plan year	2022-05-03	0
Total expenses incurred by plan in this plan year	2022-05-03	149755
Net assets as of the end of the plan year	2022-05-03	3452092
Total assets as of the beginning of the plan year	2022-05-03	2808306
Value of plan covered by a fidelity bond	2022-05-03	280831
Participant contributions to plan in this plan year	2022-05-03	163479
Value of participant loans at end of plan year	2022-05-03	28950
Other expenses paid from plan in this plan year	2022-05-03	0
Other contributions to plan in this plan year	2022-05-03	0
Other income to plan in this plan year	2022-05-03	558078
Plan net income in this plan year	2022-05-03	643786
Net assets as of the end of the plan year	2022-05-03	3452092
Net assets as of the beginning of the plan year	2022-05-03	2808306
Employer contributions to plan in this plan year	2022-05-03	71984
Expensese paid to adminstrative service provicers from plan in this plan year	2022-05-03	4986
2014 : ELECTRONIC FUNDS TRANSFER CORPORATION 401 (K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$182,149
Expenses. Total of all expenses incurred	2014-12-31	$62,733
Benefits paid (including direct rollovers)	2014-12-31	$62,502
Total plan assets at end of year	2014-12-31	$941,168
Total plan assets at beginning of year	2014-12-31	$821,752
Value of fidelity bond covering the plan	2014-12-31	$90,000
Total contributions received or receivable from participants	2014-12-31	$97,077
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$3,798
Other income received	2014-12-31	$-548,529
Net income (gross income less expenses)	2014-12-31	$119,416
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$941,168
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$821,752
Assets. Value of participant loans	2014-12-31	$12,269
Total contributions received or receivable from employer(s)	2014-12-31	$629,803
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$231
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0

Form 5500 Responses for ELECTRONIC FUNDS TRANSFER CORPORATION 401 (K) PLAN

2014: ELECTRONIC FUNDS TRANSFER CORPORATION 401 (K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ELECTRONIC FUNDS TRANSFER CORP
Employer identification number (EIN):	113358832
NAIC Classification:	523900