Logo

PEE DEE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 401k Plan overview

Plan NamePEE DEE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
Plan identification number 001

PEE DEE FEDERAL CREDIT UNION 401(K) PLAN AND 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

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

Company Name:PEE DEE FEDERAL CREDIT UNION
Employer identification number (EIN):570479895
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEE DEE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GEORGE M LEVINER2024-06-12
0012022-01-01GEORGE M LEVINER2023-05-30
0012021-01-01GEORGE M LEVINER2022-06-13
0012020-01-01GEORGE M LEVINER2021-05-26
0012019-01-01GEORGE M LEVINER2020-05-20
0012018-01-01ROBIN A WILLIAMSON2019-05-29
0012017-01-01ROBIN A WILLIAMSON2018-05-17
0012016-01-01ROBIN A WILLIAMSON2017-06-08
0012015-01-01ROBIN A WILLIAMSON2016-06-06
0012014-01-01ROBIN A WILLIAMSON2015-06-23
0012013-01-01GRETA HARRELSON2014-06-12
0012012-01-01GRETA HARRELSON2013-07-08
0012011-01-01GRETA S HARRELSON2012-04-30
0012010-01-01GRETA S HARRELSON2011-08-15 GRETA S HARRELSON2011-08-15

Financial Data on PEE DEE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2025 : PEE DEE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-2934196
Net assets as of the end of the plan year2025-05-29634892
Total assets as of the beginning of the plan year2025-05-29522883
Value of plan covered by a fidelity bond2025-05-292250000
Participant contributions to plan in this plan year2025-05-2964259
Value of participant loans at end of plan year2025-05-29152
Other expenses paid from plan in this plan year2025-05-29100
Other income to plan in this plan year2025-05-2935505
Plan net income in this plan year2025-05-29112009
Net assets as of the end of the plan year2025-05-29634892
Net assets as of the beginning of the plan year2025-05-29522883
Employer contributions to plan in this plan year2025-05-2946441
2024 : PEE DEE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-1220009
Net assets as of the end of the plan year2024-06-12522883
Total assets as of the beginning of the plan year2024-06-12414701
Value of plan covered by a fidelity bond2024-06-122250000
Participant contributions to plan in this plan year2024-06-1246012
Value of participant loans at end of plan year2024-06-124613
Other expenses paid from plan in this plan year2024-06-121205
Other income to plan in this plan year2024-06-1239724
Plan net income in this plan year2024-06-12108182
Net assets as of the end of the plan year2024-06-12522883
Net assets as of the beginning of the plan year2024-06-12414701
Employer contributions to plan in this plan year2024-06-1242455
2022 : PEE DEE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-13595137
Net assets as of the end of the plan year2022-06-13464956
Total assets as of the beginning of the plan year2022-06-13954359
Value of plan covered by a fidelity bond2022-06-132250000
Participant contributions to plan in this plan year2022-06-1336685
Value of participant loans at end of plan year2022-06-1312774
Other expenses paid from plan in this plan year2022-06-13529
Other income to plan in this plan year2022-06-1333518
Plan net income in this plan year2022-06-13-489403
Net assets as of the end of the plan year2022-06-13464956
Net assets as of the beginning of the plan year2022-06-13954359
Employer contributions to plan in this plan year2022-06-1335531

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1