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SAN JUAN MOUNTAINS CREDIT UNION 401(K) PLAN AND TRUST 401k Plan overview

Plan NameSAN JUAN MOUNTAINS CREDIT UNION 401(K) PLAN AND TRUST
Plan identification number 001

SAN JUAN MOUNTAINS 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

SAN JUAN MOUNTAINS CREDIT UNION has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TARA L SALAZAR2024-08-15
0012022-01-01TARA L SALAZAR2023-08-15
0012021-01-01TARA L SALAZAR2022-09-01
0012020-01-01TARA L SALAZAR2021-06-02
0012019-01-01TARA L SALAZAR2020-07-14
0012018-01-01TARA L SALAZAR2019-07-15
0012017-01-01TERI A REED2018-05-30
0012016-01-01TERI A REED2017-06-08
0012015-01-01TERI A REED2016-06-06
0012014-01-01TERI A REED2015-06-30
0012013-01-01TERI A REED2014-07-31
0012012-01-01TERI A REED2013-07-25
0012011-01-01TERI REED2012-06-25 TERI REED2012-06-25
0012010-01-01TERI REED2011-08-09

Financial Data on SAN JUAN MOUNTAINS CREDIT UNION 401(K) PLAN AND TRUST

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 year2025-08-154516
Net assets as of the end of the plan year2025-08-15714219
Total assets as of the beginning of the plan year2025-08-15639984
Value of plan covered by a fidelity bond2025-08-152750000
Participant contributions to plan in this plan year2025-08-1519725
Value of participant loans at end of plan year2025-08-1544954
Other expenses paid from plan in this plan year2025-08-15225
Other income to plan in this plan year2025-08-1540446
Plan net income in this plan year2025-08-1574235
Net assets as of the end of the plan year2025-08-15714219
Net assets as of the beginning of the plan year2025-08-15639984
Employer contributions to plan in this plan year2025-08-1518580
2024 : SAN JUAN MOUNTAINS CREDIT UNION 401(K) PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-158354
Net assets as of the end of the plan year2024-08-15639984
Total assets as of the beginning of the plan year2024-08-15559784
Value of plan covered by a fidelity bond2024-08-152500000
Participant contributions to plan in this plan year2024-08-1517275
Value of participant loans at end of plan year2024-08-1534510
Other expenses paid from plan in this plan year2024-08-15350
Other income to plan in this plan year2024-08-1551130
Plan net income in this plan year2024-08-1580200
Net assets as of the end of the plan year2024-08-15639984
Net assets as of the beginning of the plan year2024-08-15559784
Employer contributions to plan in this plan year2024-08-1520149

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