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FOND DU LAC CREDIT UNION EMPLOYEE RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameFOND DU LAC CREDIT UNION EMPLOYEE RETIREMENT PLAN & TRUST
Plan identification number 002

FOND DU LAC CREDIT UNION EMPLOYEE RETIREMENT PLAN & 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

FOND DU LAC CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:FOND DU LAC CREDIT UNION
Employer identification number (EIN):390936240
NAIC Classification:561490

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOND DU LAC CREDIT UNION EMPLOYEE RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01LORRI HEIMBACH2024-05-22
0022022-01-01LORRI HEIMBACH2023-06-08
0022021-01-01LORRI HEIMBACH2022-09-27
0022021-01-01LORRI HEIMBACH2022-09-27
0022020-01-01LORRI HEIMBACH2021-10-05
0022019-01-01LORRI HEIMBACH2020-10-01
0022018-01-01LORRI HEIMBACH2019-06-03
0022017-01-01LORRI HEIMBACH2018-07-23
0022016-01-01LORRI HEIMBACH2017-06-05
0022015-01-01LORRI HEIMBACH2016-05-19
0022013-01-01LORRI HEIMBACH2014-05-29
0022012-01-01CHRISTINE ROCKWEIT2013-06-25
0022011-01-01CHRISTINE ROCKWEIT2012-07-12
0022010-01-01CHRISTINE ROCKWEIT2011-05-20

Plan Statistics for FOND DU LAC CREDIT UNION EMPLOYEE RETIREMENT PLAN & TRUST

401k plan membership statisitcs for FOND DU LAC CREDIT UNION EMPLOYEE RETIREMENT PLAN & TRUST

Measure Date Value
2025: FOND DU LAC CREDIT UNION EMPLOYEE RETIREMENT PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-04-2522
Total number of particpants at end of year2025-04-2517
Number of Participants With Account Balances2025-04-2516
2024: FOND DU LAC CREDIT UNION EMPLOYEE RETIREMENT PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-05-2220
Total number of particpants at end of year2024-05-2218
Number of Participants With Account Balances2024-05-2217
2022: FOND DU LAC CREDIT UNION EMPLOYEE RETIREMENT PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-09-2723
Total number of particpants at end of year2022-09-2721
Number of Participants With Account Balances2022-09-2719

Financial Data on FOND DU LAC CREDIT UNION EMPLOYEE RETIREMENT PLAN & TRUST

Measure Date Value
2025 : FOND DU LAC CREDIT UNION EMPLOYEE RETIREMENT PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-2522933
Net assets as of the end of the plan year2025-04-25980731
Total assets as of the beginning of the plan year2025-04-25783286
Value of plan covered by a fidelity bond2025-04-2578329
Participant contributions to plan in this plan year2025-04-2593311
Other income to plan in this plan year2025-04-25106646
Plan net income in this plan year2025-04-25197445
Net assets as of the end of the plan year2025-04-25980731
Net assets as of the beginning of the plan year2025-04-25783286
Employer contributions to plan in this plan year2025-04-2520421
Fees paid to broker by Benefit Provider2025-04-254378
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-2510441
2024 : FOND DU LAC CREDIT UNION EMPLOYEE RETIREMENT PLAN & TRUST 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-05-220
Total expenses incurred by plan in this plan year2024-05-229132
Net assets as of the end of the plan year2024-05-22783286
Total assets as of the beginning of the plan year2024-05-22577087
Value of plan covered by a fidelity bond2024-05-2257709
Participant contributions to plan in this plan year2024-05-2289170
Other income to plan in this plan year2024-05-22107772
Plan net income in this plan year2024-05-22206199
Net assets as of the end of the plan year2024-05-22783286
Net assets as of the beginning of the plan year2024-05-22577087
Employer contributions to plan in this plan year2024-05-2218389
Fees paid to broker by Benefit Provider2024-05-223239
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-226344
2022 : FOND DU LAC CREDIT UNION EMPLOYEE RETIREMENT PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-270
Total liabilities as of the end of the plan year2022-09-270
Total liabilities as of the beginning of the plan year2022-09-270
Total expenses incurred by plan in this plan year2022-09-27229104
Net assets as of the end of the plan year2022-09-27624768
Total assets as of the beginning of the plan year2022-09-27671987
Value of plan covered by a fidelity bond2022-09-2767199
Participant contributions to plan in this plan year2022-09-2769610
Other expenses paid from plan in this plan year2022-09-270
Other contributions to plan in this plan year2022-09-270
Other income to plan in this plan year2022-09-2794908
Plan net income in this plan year2022-09-27-47219
Net assets as of the end of the plan year2022-09-27624768
Net assets as of the beginning of the plan year2022-09-27671987
Employer contributions to plan in this plan year2022-09-2717367
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-275891

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