401k Plan data: NORTH CAROLINA COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN plan

NORTH CAROLINA COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan Name	NORTH CAROLINA COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN
Plan identification number	002

NORTH CAROLINA COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN Benefits

401k Plan Type

Defined 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

NORTH CAROLINA COMMUNITY FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: NORTH CAROLINA COMMUNITY FEDERAL CREDIT UNION

Employer identification number (EIN): 560685738

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH CAROLINA COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 MARTHA BRIDGERS 2024-06-26 MARTHA BRIDGERS 2024-06-26
002 2022-01-01 MARTHA BRIDGERS 2023-06-20 MARTHA BRIDGERS 2023-06-20
002 2021-01-01 MARTHA BRIDGERS 2022-07-14 MARTHA BRIDGERS 2022-07-14
002 2020-01-01 MARTHA BRIDGERS 2021-07-19
002 2019-01-01 MARTHA BRIDGERS 2020-06-03
002 2018-01-01 MARTHA BRIDGERS 2019-05-15
002 2017-01-01 MARTHA BRIDGERS 2018-06-18
002 2016-01-01 MARTHA BRIDGERS 2017-05-30
002 2015-01-01 MARTHA BRIDGERS 2016-05-25
002 2014-01-01 MARTHA BRIDGERS 2015-06-17
002 2013-01-01 MARTHA BRIDGERS 2014-06-16
002 2012-01-01 MARTHA BRIDGERS 2013-07-31
002 2011-01-01 MICHELLE PERKINS 2012-07-25
002 2010-01-01 MICHELLE PERKINS 2011-08-23
002 2009-01-01 JACKIE FRYT
002 2009-01-01 JACKIE FRYT
002 2009-01-01 JACKIE FRYT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	MARTHA BRIDGERS	2024-06-26	MARTHA BRIDGERS	2024-06-26
002	2022-01-01	MARTHA BRIDGERS	2023-06-20	MARTHA BRIDGERS	2023-06-20
002	2021-01-01	MARTHA BRIDGERS	2022-07-14	MARTHA BRIDGERS	2022-07-14
002	2020-01-01	MARTHA BRIDGERS	2021-07-19
002	2019-01-01	MARTHA BRIDGERS	2020-06-03
002	2018-01-01	MARTHA BRIDGERS	2019-05-15
002	2017-01-01	MARTHA BRIDGERS	2018-06-18
002	2016-01-01	MARTHA BRIDGERS	2017-05-30
002	2015-01-01	MARTHA BRIDGERS	2016-05-25
002	2014-01-01	MARTHA BRIDGERS	2015-06-17
002	2013-01-01	MARTHA BRIDGERS	2014-06-16
002	2012-01-01	MARTHA BRIDGERS	2013-07-31
002	2011-01-01	MICHELLE PERKINS	2012-07-25
002	2010-01-01	MICHELLE PERKINS	2011-08-23
002	2009-01-01	JACKIE FRYT
002	2009-01-01	JACKIE FRYT
002	2009-01-01	JACKIE FRYT

Financial Data on NORTH CAROLINA COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

Measure	Date	Value
2025 : NORTH CAROLINA COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-06-03	49577
Net assets as of the end of the plan year	2025-06-03	507143
Total assets as of the beginning of the plan year	2025-06-03	389415
Value of plan covered by a fidelity bond	2025-06-03	3000000
Participant contributions to plan in this plan year	2025-06-03	74557
Value of participant loans at end of plan year	2025-06-03	3022
Other income to plan in this plan year	2025-06-03	49043
Plan net income in this plan year	2025-06-03	117728
Net assets as of the end of the plan year	2025-06-03	507143
Net assets as of the beginning of the plan year	2025-06-03	389415
Employer contributions to plan in this plan year	2025-06-03	43705
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-03	3537
2024 : NORTH CAROLINA COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-06-26	35304
Net assets as of the end of the plan year	2024-06-26	389415
Total assets as of the beginning of the plan year	2024-06-26	312832
Value of plan covered by a fidelity bond	2024-06-26	3000000
Participant contributions to plan in this plan year	2024-06-26	48035
Value of participant loans at end of plan year	2024-06-26	2000
Other income to plan in this plan year	2024-06-26	42100
Plan net income in this plan year	2024-06-26	76583
Net assets as of the end of the plan year	2024-06-26	389415
Net assets as of the beginning of the plan year	2024-06-26	312832
Employer contributions to plan in this plan year	2024-06-26	21752
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-26	2333
2022 : NORTH CAROLINA COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-07-14	108893
Net assets as of the end of the plan year	2022-07-14	372462
Total assets as of the beginning of the plan year	2022-07-14	405249
Value of plan covered by a fidelity bond	2022-07-14	3000000
Participant contributions to plan in this plan year	2022-07-14	42267
Value of participant loans at end of plan year	2022-07-14	0
Other income to plan in this plan year	2022-07-14	33839
Plan net income in this plan year	2022-07-14	-32787
Net assets as of the end of the plan year	2022-07-14	372462
Net assets as of the beginning of the plan year	2022-07-14	405249
Expensese paid to adminstrative service provicers from plan in this plan year	2022-07-14	2341

Form 5500 Responses for NORTH CAROLINA COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

2009: NORTH CAROLINA COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	NORTH CAROLINA COMMUNITY FEDERAL CREDIT UNION
Employer identification number (EIN):	560685738
NAIC Classification:	522130
NAIC Description:	Credit Unions