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P & G MEHOOPANY EMPLOYEES FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 401k Plan overview

Plan NameP & G MEHOOPANY EMPLOYEES FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
Plan identification number 002

P & G MEHOOPANY EMPLOYEES 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

P & G MEHOOPANY EMPLOYEES FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:P & G MEHOOPANY EMPLOYEES FEDERAL CREDIT UNION
Employer identification number (EIN):231887056
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan P & G MEHOOPANY EMPLOYEES FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01PATRICK HOLMES2024-05-30
0022022-01-01PATRICK HOLMES2023-05-19
0022021-01-01PATRICK HOLMES2022-06-07
0022020-01-01PATRICK HOLMES2021-04-28
0022018-01-01PATRICK HOLMES2019-04-24
0022017-01-01PATRICK HOLMES2018-05-23
0022016-01-01PATRICK HOLMES2017-05-22
0022013-01-01KIM ZELNA2014-05-27
0022012-01-01KIM ZELNA2013-08-02
0022011-01-01KIM ZELNA2012-09-04
0022010-01-01KIM ZELNA2011-09-30

Plan Statistics for P & G MEHOOPANY EMPLOYEES FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k plan membership statisitcs for P & G MEHOOPANY EMPLOYEES FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2025: P & G MEHOOPANY EMPLOYEES FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year2025-05-2852
Total number of particpants at end of year2025-05-2857
Number of Participants With Account Balances2025-05-2857
2024: P & G MEHOOPANY EMPLOYEES FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year2024-05-3050
Total number of particpants at end of year2024-05-3052
Number of Participants With Account Balances2024-05-3052
2022: P & G MEHOOPANY EMPLOYEES FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2022 401k membership
Total number of particpants at beginning of year2022-06-0753
Total number of particpants at end of year2022-06-0750
Number of Participants With Account Balances2022-06-0750

Financial Data on P & G MEHOOPANY EMPLOYEES FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2025 : P & G MEHOOPANY EMPLOYEES FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-2841519
Net assets as of the end of the plan year2025-05-281598416
Total assets as of the beginning of the plan year2025-05-281311264
Value of plan covered by a fidelity bond2025-05-284500000
Participant contributions to plan in this plan year2025-05-28133359
Value of participant loans at end of plan year2025-05-2827342
Other expenses paid from plan in this plan year2025-05-28200
Other income to plan in this plan year2025-05-28112522
Plan net income in this plan year2025-05-28287152
Net assets as of the end of the plan year2025-05-281598416
Net assets as of the beginning of the plan year2025-05-281311264
Employer contributions to plan in this plan year2025-05-2882790
2024 : P & G MEHOOPANY EMPLOYEES FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-3088622
Net assets as of the end of the plan year2024-05-301311264
Total assets as of the beginning of the plan year2024-05-301141962
Value of plan covered by a fidelity bond2024-05-304500000
Participant contributions to plan in this plan year2024-05-3098863
Value of participant loans at end of plan year2024-05-3033747
Other expenses paid from plan in this plan year2024-05-30775
Other contributions to plan in this plan year2024-05-303409
Other income to plan in this plan year2024-05-3086261
Plan net income in this plan year2024-05-30169302
Net assets as of the end of the plan year2024-05-301311264
Net assets as of the beginning of the plan year2024-05-301141962
Employer contributions to plan in this plan year2024-05-3069391
2022 : P & G MEHOOPANY EMPLOYEES FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-07128451
Net assets as of the end of the plan year2022-06-071355140
Total assets as of the beginning of the plan year2022-06-071240618
Value of plan covered by a fidelity bond2022-06-074000000
Participant contributions to plan in this plan year2022-06-0774992
Value of participant loans at end of plan year2022-06-0721383
Other expenses paid from plan in this plan year2022-06-07475
Other income to plan in this plan year2022-06-07106073
Plan net income in this plan year2022-06-07114522
Net assets as of the end of the plan year2022-06-071355140
Net assets as of the beginning of the plan year2022-06-071240618
Employer contributions to plan in this plan year2022-06-0761908

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