401k Plan data: COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST plan

COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST
Plan identification number	002

COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: WINSOUTH CREDIT UNION

Employer identification number (EIN): 630371386

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 RACHAEL LEE 2024-06-26
002 2022-01-01 RACHAEL LEE 2023-06-22 RACHAEL LEE 2023-06-22
002 2021-01-01 RACHAEL LEE 2022-07-08
002 2020-01-01 SHARON LETT 2021-04-19
002 2019-01-01 SHARON LETT 2020-05-01
002 2018-01-01 SHARON LETT 2019-05-07
002 2017-01-01 SHARON LETT 2018-06-05
002 2016-01-01 SHARON LETT 2017-05-17
002 2015-01-01 SHARON LETT 2016-06-06
002 2014-01-01 SHARON LETT 2015-05-06
002 2013-01-01 SHARON LETT 2014-05-13
002 2012-01-01 SHARON LETT 2013-08-05
002 2011-01-01 SHARON LETT 2012-08-15 SHARON LETT 2012-08-15
002 2010-01-01 SHARON LETT 2011-05-05 SHARON LETT 2011-05-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	RACHAEL LEE	2024-06-26
002	2022-01-01	RACHAEL LEE	2023-06-22	RACHAEL LEE	2023-06-22
002	2021-01-01	RACHAEL LEE	2022-07-08
002	2020-01-01	SHARON LETT	2021-04-19
002	2019-01-01	SHARON LETT	2020-05-01
002	2018-01-01	SHARON LETT	2019-05-07
002	2017-01-01	SHARON LETT	2018-06-05
002	2016-01-01	SHARON LETT	2017-05-17
002	2015-01-01	SHARON LETT	2016-06-06
002	2014-01-01	SHARON LETT	2015-05-06
002	2013-01-01	SHARON LETT	2014-05-13
002	2012-01-01	SHARON LETT	2013-08-05
002	2011-01-01	SHARON LETT	2012-08-15	SHARON LETT	2012-08-15
002	2010-01-01	SHARON LETT	2011-05-05	SHARON LETT	2011-05-05

Financial Data on COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST

Measure	Date	Value
2025 : COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-04-24	243797
Net assets as of the end of the plan year	2025-04-24	1582931
Total assets as of the beginning of the plan year	2025-04-24	1481884
Value of plan covered by a fidelity bond	2025-04-24	5000000
Participant contributions to plan in this plan year	2025-04-24	63380
Other contributions to plan in this plan year	2025-04-24	91874
Other income to plan in this plan year	2025-04-24	189590
Plan net income in this plan year	2025-04-24	101047
Net assets as of the end of the plan year	2025-04-24	1582931
Net assets as of the beginning of the plan year	2025-04-24	1481884
Expensese paid to adminstrative service provicers from plan in this plan year	2025-04-24	7629
2024 : COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-06-26	268659
Net assets as of the end of the plan year	2024-06-26	1481884
Total assets as of the beginning of the plan year	2024-06-26	1460074
Value of plan covered by a fidelity bond	2024-06-26	5000000
Participant contributions to plan in this plan year	2024-06-26	64408
Other income to plan in this plan year	2024-06-26	226061
Plan net income in this plan year	2024-06-26	21810
Net assets as of the end of the plan year	2024-06-26	1481884
Net assets as of the beginning of the plan year	2024-06-26	1460074
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-26	7544
2022 : COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST 2022 401k financial data
Total transfers to/from plan in this plan year	2022-07-08	195481
Total expenses incurred by plan in this plan year	2022-07-08	169645
Net assets as of the end of the plan year	2022-07-08	2206565
Total assets as of the beginning of the plan year	2022-07-08	1844939
Value of plan covered by a fidelity bond	2022-07-08	2000000
Participant contributions to plan in this plan year	2022-07-08	97456
Other contributions to plan in this plan year	2022-07-08	0
Other income to plan in this plan year	2022-07-08	238334
Plan net income in this plan year	2022-07-08	166145
Net assets as of the end of the plan year	2022-07-08	2206565
Net assets as of the beginning of the plan year	2022-07-08	1844939
Employer contributions to plan in this plan year	2022-07-08	0
Expensese paid to adminstrative service provicers from plan in this plan year	2022-07-08	11236

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:	WINSOUTH CREDIT UNION
Employer identification number (EIN):	630371386
NAIC Classification:	522130
NAIC Description:	Credit Unions