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ALLIANCE CREDIT UNION CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan NameALLIANCE CREDIT UNION CAPITAL ACCUMULATION PLAN
Plan identification number 011

ALLIANCE CREDIT UNION CAPITAL ACCUMULATION PLAN 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

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

Company Name:ALLIANCE CREDIT UNION
Employer identification number (EIN):430658202
NAIC Classification:522130
NAIC Description:Credit Unions

Additional information about ALLIANCE CREDIT UNION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C2250060

More information about ALLIANCE CREDIT UNION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLIANCE CREDIT UNION CAPITAL ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0112023-01-01KELLI PRASUHN2024-07-29 KELLI PRASUHN2024-07-29
0112022-01-01FRANK EVANS2023-07-11 FRANK EVANS2023-07-11
0112021-01-01FRANK EVANS2022-08-15 FRANK EVANS2022-08-15
0112020-01-01FRANK EVANS2021-05-19
0112019-01-01FRANK EVANS2020-08-11
0112018-01-01FRANK EVANS2019-10-01
0112017-01-01FRANK EVANS2018-07-13
0112016-01-01FRANK EVANS2017-07-28
0112015-01-01FRANK EVANS2016-05-23
0112014-01-01FRANK EVANS2015-09-17
0112013-01-01FRANK EVANS2014-06-02
0112012-01-01FRANK EVANS2013-07-25
0112011-01-01FRANK EVANS2012-09-20 FRANK EVANS2012-09-20
0112010-01-01FRANK EVANS2011-08-17 ALBERT OGENT2011-08-18
0112009-01-01FRANK EVANS
0112007-01-01

Financial Data on ALLIANCE CREDIT UNION CAPITAL ACCUMULATION PLAN

Measure Date Value
2025 : ALLIANCE CREDIT UNION CAPITAL ACCUMULATION PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-101552048
Net assets as of the end of the plan year2025-06-108814515
Total assets as of the beginning of the plan year2025-06-107655954
Value of plan covered by a fidelity bond2025-06-105000000
Participant contributions to plan in this plan year2025-06-10389185
Value of participant loans at end of plan year2025-06-10137141
Other contributions to plan in this plan year2025-06-10413424
Other income to plan in this plan year2025-06-101619336
Plan net income in this plan year2025-06-101158561
Net assets as of the end of the plan year2025-06-108814515
Net assets as of the beginning of the plan year2025-06-107655954
Employer contributions to plan in this plan year2025-06-10288664
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1064230
2024 : ALLIANCE CREDIT UNION CAPITAL ACCUMULATION PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-29195876
Net assets as of the end of the plan year2024-07-297655954
Total assets as of the beginning of the plan year2024-07-295647150
Value of plan covered by a fidelity bond2024-07-295000000
Participant contributions to plan in this plan year2024-07-29332210
Value of participant loans at end of plan year2024-07-2964833
Other contributions to plan in this plan year2024-07-2926211
Other income to plan in this plan year2024-07-291576248
Plan net income in this plan year2024-07-292008804
Net assets as of the end of the plan year2024-07-297655954
Net assets as of the beginning of the plan year2024-07-295647150
Employer contributions to plan in this plan year2024-07-29270011
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2949927

Form 5500 Responses for ALLIANCE CREDIT UNION CAPITAL ACCUMULATION PLAN

2009: ALLIANCE CREDIT UNION CAPITAL ACCUMULATION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2007: ALLIANCE CREDIT UNION CAPITAL ACCUMULATION PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo

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