401k Plan data: CREDIT UNIONS IN THE STATE OF 401 K PROFIT SHARING PLAN TRUST plan

CREDIT UNIONS IN THE STATE OF 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	CREDIT UNIONS IN THE STATE OF 401 K PROFIT SHARING PLAN TRUST
Plan identification number	002

CREDIT UNIONS IN THE STATE OF 401 K PROFIT SHARING PLAN 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

CREDIT UNIONS IN THE STATE OF has sponsored the creation of one or more 401k plans.

Company Name: CREDIT UNIONS IN THE STATE OF

Employer identification number (EIN): 951321381

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CREDIT UNIONS IN THE STATE OF 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 ANN BABICH 2024-05-29
002 2022-01-01 ANN BABICH 2023-04-26
002 2021-01-01 ANN BABICH 2022-03-30
002 2020-01-01 ANN BABICH 2021-07-16
002 2019-01-01 BRIAN HOLLISTER 2020-07-27
002 2018-01-01 ANN BABICH 2019-05-03
002 2017-01-01 ANN BABICH 2018-06-29
002 2016-01-01 ANNBABICH 2017-07-21
002 2013-01-01 ANN BABICH 2014-05-16
002 2012-01-01 CREDIT UNIONS IN THE STATE OF 2013-07-01
002 2011-01-01 CREDIT UNIONS IN THE STATE OF 2012-07-12
002 2010-01-01 ANN BABICH 2011-09-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	ANN BABICH	2024-05-29
002	2022-01-01	ANN BABICH	2023-04-26
002	2021-01-01	ANN BABICH	2022-03-30
002	2020-01-01	ANN BABICH	2021-07-16
002	2019-01-01	BRIAN HOLLISTER	2020-07-27
002	2018-01-01	ANN BABICH	2019-05-03
002	2017-01-01	ANN BABICH	2018-06-29
002	2016-01-01	ANNBABICH	2017-07-21
002	2013-01-01	ANN BABICH	2014-05-16
002	2012-01-01	CREDIT UNIONS IN THE STATE OF	2013-07-01
002	2011-01-01	CREDIT UNIONS IN THE STATE OF	2012-07-12
002	2010-01-01	ANN BABICH	2011-09-16

Plan Statistics for CREDIT UNIONS IN THE STATE OF 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for CREDIT UNIONS IN THE STATE OF 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: CREDIT UNIONS IN THE STATE OF 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year 2025-07-21 13
Total number of particpants at end of year 2025-07-21 17
Number of Participants With Account Balances 2025-07-21 16
2024: CREDIT UNIONS IN THE STATE OF 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year 2024-05-29 16
Total number of particpants at end of year 2024-05-29 17
Number of Participants With Account Balances 2024-05-29 14
2022: CREDIT UNIONS IN THE STATE OF 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total number of particpants at beginning of year 2022-03-30 17
Total number of particpants at end of year 2022-03-30 17
Number of Participants With Account Balances 2022-03-30 15

Measure	Date	Value
2025: CREDIT UNIONS IN THE STATE OF 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year	2025-07-21	13
Total number of particpants at end of year	2025-07-21	17
Number of Participants With Account Balances	2025-07-21	16
2024: CREDIT UNIONS IN THE STATE OF 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year	2024-05-29	16
Total number of particpants at end of year	2024-05-29	17
Number of Participants With Account Balances	2024-05-29	14
2022: CREDIT UNIONS IN THE STATE OF 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total number of particpants at beginning of year	2022-03-30	17
Total number of particpants at end of year	2022-03-30	17
Number of Participants With Account Balances	2022-03-30	15

Financial Data on CREDIT UNIONS IN THE STATE OF 401 K PROFIT SHARING PLAN TRUST

Measure	Date	Value
2025 : CREDIT UNIONS IN THE STATE OF 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-07-21	714567
Net assets as of the end of the plan year	2025-07-21	1464864
Total assets as of the beginning of the plan year	2025-07-21	1902283
Value of plan covered by a fidelity bond	2025-07-21	191000
Participant contributions to plan in this plan year	2025-07-21	44321
Value of participant loans at end of plan year	2025-07-21	154222
Other income to plan in this plan year	2025-07-21	188549
Plan net income in this plan year	2025-07-21	-437419
Net assets as of the end of the plan year	2025-07-21	1464864
Net assets as of the beginning of the plan year	2025-07-21	1902283
Employer contributions to plan in this plan year	2025-07-21	44278
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-21	12466
2024 : CREDIT UNIONS IN THE STATE OF 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year	2024-05-29	0
Total liabilities as of the end of the plan year	2024-05-29	0
Total liabilities as of the beginning of the plan year	2024-05-29	0
Total expenses incurred by plan in this plan year	2024-05-29	64916
Net assets as of the end of the plan year	2024-05-29	1902283
Total assets as of the beginning of the plan year	2024-05-29	1689692
Participant contributions to plan in this plan year	2024-05-29	27025
Value of participant loans at end of plan year	2024-05-29	64995
Other expenses paid from plan in this plan year	2024-05-29	0
Other contributions to plan in this plan year	2024-05-29	0
Other income to plan in this plan year	2024-05-29	233722
Plan net income in this plan year	2024-05-29	212591
Net assets as of the end of the plan year	2024-05-29	1902283
Net assets as of the beginning of the plan year	2024-05-29	1689692
Employer contributions to plan in this plan year	2024-05-29	16760
Expensese paid to adminstrative service provicers from plan in this plan year	2024-05-29	12680
2022 : CREDIT UNIONS IN THE STATE OF 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year	2022-03-30	0
Total liabilities as of the end of the plan year	2022-03-30	0
Total liabilities as of the beginning of the plan year	2022-03-30	0
Total expenses incurred by plan in this plan year	2022-03-30	77633
Net assets as of the end of the plan year	2022-03-30	1931752
Total assets as of the beginning of the plan year	2022-03-30	1744840
Participant contributions to plan in this plan year	2022-03-30	40639
Value of participant loans at end of plan year	2022-03-30	115349
Other expenses paid from plan in this plan year	2022-03-30	0
Other contributions to plan in this plan year	2022-03-30	0
Other income to plan in this plan year	2022-03-30	204011
Plan net income in this plan year	2022-03-30	186912
Net assets as of the end of the plan year	2022-03-30	1931752
Net assets as of the beginning of the plan year	2022-03-30	1744840
Employer contributions to plan in this plan year	2022-03-30	19895
Expensese paid to adminstrative service provicers from plan in this plan year	2022-03-30	14690

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Company Name:	CREDIT UNIONS IN THE STATE OF
Employer identification number (EIN):	951321381
NAIC Classification:	522130
NAIC Description:	Credit Unions