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

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

Plan Name	COASTAL COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
Plan identification number	001

COASTAL COMMUNITY FEDERAL 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.

401k Sponsoring company profile

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

Company Name: COASTAL COMMUNITY FEDERAL CREDIT UNION

Employer identification number (EIN): 741333319

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COASTAL COMMUNITY FEDERAL 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
001 2022-01-01 JOANNA ALVARADO 2023-08-28
001 2021-01-01 JOANNA ALVARADO 2022-06-10
001 2020-01-01 JOANNA ALVARADO 2021-10-06
001 2019-01-01 TONI LEYVA 2020-10-15
001 2018-01-01 TIMOTHY FOLEY 2019-10-14
001 2017-01-01 TIMOTHY FOLEY 2018-10-12
001 2016-01-01 CAROL PURDY-GAYLORD 2017-05-24
001 2015-01-01 CAROL PURDY-GAYLORD 2016-07-05
001 2014-01-01 CAROL PURDY-GAYLORD 2015-09-14
001 2013-01-01 CAROL PURDY-GAYLORD 2014-09-08
001 2012-01-01 CAROL PURDY-GAYLORD 2013-06-25
001 2011-01-01 CAROL GAYLORD 2012-09-17 CAROL GAYLORD 2012-09-17
001 2010-01-01 CAROL GAYLORD 2011-09-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JOANNA ALVARADO	2023-08-28
001	2021-01-01	JOANNA ALVARADO	2022-06-10
001	2020-01-01	JOANNA ALVARADO	2021-10-06
001	2019-01-01	TONI LEYVA	2020-10-15
001	2018-01-01	TIMOTHY FOLEY	2019-10-14
001	2017-01-01	TIMOTHY FOLEY	2018-10-12
001	2016-01-01	CAROL PURDY-GAYLORD	2017-05-24
001	2015-01-01	CAROL PURDY-GAYLORD	2016-07-05
001	2014-01-01	CAROL PURDY-GAYLORD	2015-09-14
001	2013-01-01	CAROL PURDY-GAYLORD	2014-09-08
001	2012-01-01	CAROL PURDY-GAYLORD	2013-06-25
001	2011-01-01	CAROL GAYLORD	2012-09-17	CAROL GAYLORD	2012-09-17
001	2010-01-01	CAROL GAYLORD	2011-09-30

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

Measure	Date	Value
2007 : COASTAL COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2007 401k financial data
Total income from all sources	2007-12-31	$55,885
Expenses. Total of all expenses incurred	2007-12-31	$7,947
Benefits paid (including direct rollovers)	2007-12-31	$7,722
Total plan assets at end of year	2007-12-31	$476,854
Total plan assets at beginning of year	2007-12-31	$428,916
Value of fidelity bond covering the plan	2007-12-31	$1,750,000
Total contributions received or receivable from participants	2007-12-31	$5,839
Expenses. Other expenses not covered elsewhere	2007-12-31	$225
Other income received	2007-12-31	$27,061
Net income (gross income less expenses)	2007-12-31	$47,938
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$476,854
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$428,916
Assets. Value of participant loans	2007-12-31	$3,375
Total contributions received or receivable from employer(s)	2007-12-31	$22,985
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2007-12-31	$0

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

042-1069-2

Policy instance

Insurance contract or identification number	042-1069-2
Number of Individuals Covered	21
Insurance policy start date	2007-01-01
Insurance policy end date	2007-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

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Company Name:	COASTAL COMMUNITY FEDERAL CREDIT UNION
Employer identification number (EIN):	741333319
NAIC Classification:	522130
NAIC Description:	Credit Unions