| Plan Name | CREDIT UNION FINANCIAL SERVICES, LLC 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | CREDIT UNION FINANCIAL SERVICES LLC |
| Employer identification number (EIN): | 510415301 |
| NAIC Classification: | 522292 |
| NAIC Description: | Real Estate Credit |
Additional information about CREDIT UNION FINANCIAL SERVICES LLC
| Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
| Incorporation Date: | 2002-12-19 |
| Company Identification Number: | 1358501 |
| Legal Registered Office Address: |
1037 WALNUT AVENUE NE - CANTON United States of America (USA) 44704 |
More information about CREDIT UNION FINANCIAL SERVICES LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | TARA EVANS | 2024-07-01 | ||
| 001 | 2022-01-01 | TARA EVANS | 2023-07-20 | ||
| 001 | 2021-01-01 | TARA EVANS | 2022-07-26 | ||
| 001 | 2020-01-01 | PHIL TISUE | 2021-07-22 | ||
| 001 | 2019-01-01 | CHERYL CONWAY | 2020-06-08 | ||
| 001 | 2018-01-01 | CHERYL CONWAY | 2019-04-17 | ||
| 001 | 2017-01-01 | CHERYL CONWAY | 2018-05-22 | ||
| 001 | 2016-01-01 | CHERYL CONWAY | 2017-05-31 | ||
| 001 | 2015-01-01 | CHERYL CONWAY | 2016-07-14 | ||
| 001 | 2014-01-01 | CHERYL CONWAY | 2015-05-01 | ||
| 001 | 2013-01-01 | MIKA MILLS | 2014-06-05 | ||
| 001 | 2012-01-01 | MIKA MILLS | 2013-05-01 | ||
| 001 | 2011-01-01 | MIKA MILLS | 2012-05-02 | ||
| 001 | 2010-01-01 | MIKA MILLS | 2011-03-25 |
| Measure | Date | Value |
|---|---|---|
| 2025 : CREDIT UNION FINANCIAL SERVICES, LLC 401(K) PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-07-02 | 249531 |
| Net assets as of the end of the plan year | 2025-07-02 | 428300 |
| Total assets as of the beginning of the plan year | 2025-07-02 | 547865 |
| Value of plan covered by a fidelity bond | 2025-07-02 | 55000 |
| Participant contributions to plan in this plan year | 2025-07-02 | 37881 |
| Value of participant loans at end of plan year | 2025-07-02 | 12312 |
| Other income to plan in this plan year | 2025-07-02 | 65714 |
| Plan net income in this plan year | 2025-07-02 | -119565 |
| Net assets as of the end of the plan year | 2025-07-02 | 428300 |
| Net assets as of the beginning of the plan year | 2025-07-02 | 547865 |
| Employer contributions to plan in this plan year | 2025-07-02 | 26371 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-02 | 6509 |
| 2024 : CREDIT UNION FINANCIAL SERVICES, LLC 401(K) PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-07-01 | 401710 |
| Net assets as of the end of the plan year | 2024-07-01 | 547865 |
| Total assets as of the beginning of the plan year | 2024-07-01 | 793987 |
| Value of plan covered by a fidelity bond | 2024-07-01 | 80000 |
| Participant contributions to plan in this plan year | 2024-07-01 | 42007 |
| Value of participant loans at end of plan year | 2024-07-01 | 17736 |
| Other income to plan in this plan year | 2024-07-01 | 87852 |
| Plan net income in this plan year | 2024-07-01 | -246122 |
| Net assets as of the end of the plan year | 2024-07-01 | 547865 |
| Net assets as of the beginning of the plan year | 2024-07-01 | 793987 |
| Employer contributions to plan in this plan year | 2024-07-01 | 25729 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-01 | 7039 |