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EMPLOYEE BENEFIT PLAN OF ALLWEALTH FEDERAL CREDIT UNION 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF ALLWEALTH FEDERAL CREDIT UNION
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF ALLWEALTH FEDERAL CREDIT UNION 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

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

Company Name:ALLWEALTH FEDERAL CREDIT UNION
Employer identification number (EIN):310540146
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF ALLWEALTH FEDERAL CREDIT UNION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MICHAEL COOPER2023-10-09
0012021-01-01MICHAEL COOPER2022-11-02
0012020-01-01MICHAEL COOPER2021-07-13
0012019-01-01MICHAEL COOPER2020-10-05
0012018-01-01KIMBERLY EADS2019-08-13
0012017-01-01KIM EADS2018-06-26 KIM EADS2018-06-26
0012016-01-01KIM EADS2017-03-28 KIM EADS2017-03-28
0012015-01-01KIM EADS2016-05-17 KIM EADS2016-05-17
0012014-01-01KIM EADS2015-07-30
0012013-01-01KIM EADS2014-07-28 KIM EADS2014-07-28
0012012-01-01KIMBERLY EADS2013-04-30 KIMBERLY EADS2013-04-30
0012011-01-01KIM EADS2012-07-26 KIM EADS2012-07-26
0012010-01-01KIM EADS2011-07-26 KIM EADS2011-07-26

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