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TRI COUNTY AREA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 401k Plan overview

Plan NameTRI COUNTY AREA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
Plan identification number 003

TRI COUNTY AREA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST Benefits

401k Plan TypeDefined 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

TRI COUNTY AREA FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:TRI COUNTY AREA FEDERAL CREDIT UNION
Employer identification number (EIN):231360900
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRI COUNTY AREA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01ANDREW C. PISTORIA2024-06-18
0032022-01-01ANDREW C. PISTORIA2023-06-23 ANDREW C. PISTORIA2023-06-23
0032021-01-01ANDREW C. PISTORIA2022-07-05 ANDREW C. PISTORIA2022-07-05
0032020-01-01ANDREW PISTORIA2021-06-18 ANDREW PISTORIA2021-06-18
0032018-01-01ANDREW PISTORIA2019-05-02
0032017-01-01ANDREW PISTORIA2018-06-07
0032016-01-01ANDREW PISTORIA2017-05-19
0032015-01-01ANDREW PISTORIA2016-06-06
0032014-01-01ANDREW PISTORIA2015-09-25
0032013-01-01ANDREW PISTORIA2014-07-07
0032012-01-01ANDREW PISTORIA2013-05-20
0032011-01-01ANDREW C. PISTORIA2012-10-05 ANDREW C. PISTORIA2012-10-05
0032010-01-01ANDREW C. PISTORIA2011-07-21

Plan Statistics for TRI COUNTY AREA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k plan membership statisitcs for TRI COUNTY AREA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2024: TRI COUNTY AREA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year2024-06-1840
Total number of particpants at end of year2024-06-1841
Number of Participants With Account Balances2024-06-1837
2022: TRI COUNTY AREA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2022 401k membership
Total number of particpants at beginning of year2022-07-0551
Total number of particpants at end of year2022-07-0548
Number of Participants With Account Balances2022-07-0546

Financial Data on TRI COUNTY AREA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2024 : TRI COUNTY AREA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-18163173
Net assets as of the end of the plan year2024-06-184622708
Total assets as of the beginning of the plan year2024-06-183892859
Value of plan covered by a fidelity bond2024-06-183500000
Participant contributions to plan in this plan year2024-06-18133185
Value of participant loans at end of plan year2024-06-1817410
Other contributions to plan in this plan year2024-06-1867471
Other income to plan in this plan year2024-06-18599403
Plan net income in this plan year2024-06-18729849
Net assets as of the end of the plan year2024-06-184622708
Net assets as of the beginning of the plan year2024-06-183892859
Employer contributions to plan in this plan year2024-06-1892963
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-1820731
2022 : TRI COUNTY AREA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-050
Total expenses incurred by plan in this plan year2022-07-0554740
Net assets as of the end of the plan year2022-07-055333195
Total assets as of the beginning of the plan year2022-07-054669633
Value of plan covered by a fidelity bond2022-07-053500000
Participant contributions to plan in this plan year2022-07-05125889
Value of participant loans at end of plan year2022-07-0515671
Other contributions to plan in this plan year2022-07-050
Other income to plan in this plan year2022-07-05539332
Plan net income in this plan year2022-07-05663562
Net assets as of the end of the plan year2022-07-055333195
Net assets as of the beginning of the plan year2022-07-054669633
Employer contributions to plan in this plan year2022-07-0553081
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-0523318

Potentially related plans

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