| Plan Name | SAN JUAN MOUNTAINS CREDIT UNION 401(K) PLAN AND TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | SAN JUAN MOUNTAINS CREDIT UNION |
| Employer identification number (EIN): | 840512485 |
| NAIC Classification: | 522130 |
| NAIC Description: | Credit Unions |
Additional information about SAN JUAN MOUNTAINS CREDIT UNION
| Jurisdiction of Incorporation: | Colorado Department of State |
| Incorporation Date: | 1958-10-15 |
| Company Identification Number: | 19871155612 |
| Legal Registered Office Address: |
1102 S Cascade Ave Montrose United States of America (USA) 81401 |
More information about SAN JUAN MOUNTAINS CREDIT UNION
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | TARA L SALAZAR | 2024-08-15 | ||
| 001 | 2022-01-01 | TARA L SALAZAR | 2023-08-15 | ||
| 001 | 2021-01-01 | TARA L SALAZAR | 2022-09-01 | ||
| 001 | 2020-01-01 | TARA L SALAZAR | 2021-06-02 | ||
| 001 | 2019-01-01 | TARA L SALAZAR | 2020-07-14 | ||
| 001 | 2018-01-01 | TARA L SALAZAR | 2019-07-15 | ||
| 001 | 2017-01-01 | TERI A REED | 2018-05-30 | ||
| 001 | 2016-01-01 | TERI A REED | 2017-06-08 | ||
| 001 | 2015-01-01 | TERI A REED | 2016-06-06 | ||
| 001 | 2014-01-01 | TERI A REED | 2015-06-30 | ||
| 001 | 2013-01-01 | TERI A REED | 2014-07-31 | ||
| 001 | 2012-01-01 | TERI A REED | 2013-07-25 | ||
| 001 | 2011-01-01 | TERI REED | 2012-06-25 | TERI REED | 2012-06-25 |
| 001 | 2010-01-01 | TERI REED | 2011-08-09 |
| Measure | Date | Value |
|---|---|---|
| 2025 : SAN JUAN MOUNTAINS CREDIT UNION 401(K) PLAN AND TRUST 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-08-15 | 4516 |
| Net assets as of the end of the plan year | 2025-08-15 | 714219 |
| Total assets as of the beginning of the plan year | 2025-08-15 | 639984 |
| Value of plan covered by a fidelity bond | 2025-08-15 | 2750000 |
| Participant contributions to plan in this plan year | 2025-08-15 | 19725 |
| Value of participant loans at end of plan year | 2025-08-15 | 44954 |
| Other expenses paid from plan in this plan year | 2025-08-15 | 225 |
| Other income to plan in this plan year | 2025-08-15 | 40446 |
| Plan net income in this plan year | 2025-08-15 | 74235 |
| Net assets as of the end of the plan year | 2025-08-15 | 714219 |
| Net assets as of the beginning of the plan year | 2025-08-15 | 639984 |
| Employer contributions to plan in this plan year | 2025-08-15 | 18580 |
| 2024 : SAN JUAN MOUNTAINS CREDIT UNION 401(K) PLAN AND TRUST 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-08-15 | 8354 |
| Net assets as of the end of the plan year | 2024-08-15 | 639984 |
| Total assets as of the beginning of the plan year | 2024-08-15 | 559784 |
| Value of plan covered by a fidelity bond | 2024-08-15 | 2500000 |
| Participant contributions to plan in this plan year | 2024-08-15 | 17275 |
| Value of participant loans at end of plan year | 2024-08-15 | 34510 |
| Other expenses paid from plan in this plan year | 2024-08-15 | 350 |
| Other income to plan in this plan year | 2024-08-15 | 51130 |
| Plan net income in this plan year | 2024-08-15 | 80200 |
| Net assets as of the end of the plan year | 2024-08-15 | 639984 |
| Net assets as of the beginning of the plan year | 2024-08-15 | 559784 |
| Employer contributions to plan in this plan year | 2024-08-15 | 20149 |