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HEART OF LOUISIANA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 401k Plan overview

Plan NameHEART OF LOUISIANA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
Plan identification number 001

HEART OF LOUISIANA 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

HEART OF LOUISIANA FCU has sponsored the creation of one or more 401k plans.

Company Name:HEART OF LOUISIANA FCU
Employer identification number (EIN):720494346
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEART OF LOUISIANA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01VALARIE MONTGOMERY2024-06-03 VALARIE MONTGOMERY2024-06-03
0012022-01-01VALARIE MONTGOMERY2023-07-13 VALARIE MONTGOMERY2023-07-13
0012021-01-01VALARIE MONTGOMERY2022-07-26 VALARIE MONTGOMERY2022-07-26
0012020-01-01VALARIE D MONTGOMERY2021-06-17
0012018-01-01VALARIE D MONTGOMERY2019-05-13
0012017-01-01VALARIE D MONTGOMERY2018-09-27
0012016-01-01VALARIE D MONTGOMERY2017-06-05
0012015-01-01VALARIE D MONTGOMERY2016-05-31
0012014-01-01VALARIE D MONTGOMERY2015-06-03
0012013-01-01VALARIE D MONTGOMERY2014-04-22
0012012-01-01VALARIE D MONTGOMERY2013-06-25
0012011-01-01VALARIE MONTGOMERY2012-05-18
0012010-01-01CRAIG ROY2011-05-13

Plan Statistics for HEART OF LOUISIANA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k plan membership statisitcs for HEART OF LOUISIANA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2025: HEART OF LOUISIANA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year2025-06-0564
Total number of particpants at end of year2025-06-0567
Number of Participants With Account Balances2025-06-0559
2024: HEART OF LOUISIANA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year2024-06-0361
Total number of particpants at end of year2024-06-0362
Number of Participants With Account Balances2024-06-0355
2022: HEART OF LOUISIANA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2022 401k membership
Total number of particpants at beginning of year2022-07-2652
Total number of particpants at end of year2022-07-2656
Number of Participants With Account Balances2022-07-2644

Financial Data on HEART OF LOUISIANA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2025 : HEART OF LOUISIANA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-0598834
Net assets as of the end of the plan year2025-06-052361452
Total assets as of the beginning of the plan year2025-06-051965343
Value of plan covered by a fidelity bond2025-06-054000000
Participant contributions to plan in this plan year2025-06-05146623
Value of participant loans at end of plan year2025-06-0580875
Other contributions to plan in this plan year2025-06-05907
Other income to plan in this plan year2025-06-05238203
Plan net income in this plan year2025-06-05396109
Net assets as of the end of the plan year2025-06-052361452
Net assets as of the beginning of the plan year2025-06-051965343
Employer contributions to plan in this plan year2025-06-05109210
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-0518781
2024 : HEART OF LOUISIANA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-0346860
Net assets as of the end of the plan year2024-06-031965343
Total assets as of the beginning of the plan year2024-06-031516829
Value of plan covered by a fidelity bond2024-06-034000000
Participant contributions to plan in this plan year2024-06-03136033
Value of participant loans at end of plan year2024-06-03107056
Other income to plan in this plan year2024-06-03254053
Plan net income in this plan year2024-06-03448514
Net assets as of the end of the plan year2024-06-031965343
Net assets as of the beginning of the plan year2024-06-031516829
Employer contributions to plan in this plan year2024-06-03105288
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-0315508
2022 : HEART OF LOUISIANA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-2673521
Net assets as of the end of the plan year2022-07-261610686
Total assets as of the beginning of the plan year2022-07-261385440
Value of plan covered by a fidelity bond2022-07-264000000
Participant contributions to plan in this plan year2022-07-2697750
Value of participant loans at end of plan year2022-07-2631014
Other income to plan in this plan year2022-07-26127361
Plan net income in this plan year2022-07-26225246
Net assets as of the end of the plan year2022-07-261610686
Net assets as of the beginning of the plan year2022-07-261385440
Employer contributions to plan in this plan year2022-07-2673656
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-26217

Potentially related plans

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