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NORTH COUNTY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan NameNORTH COUNTY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Plan identification number 001

NORTH COUNTY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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

NORTH COUNTY CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:NORTH COUNTY CREDIT UNION
Employer identification number (EIN):953597368
NAIC Classification:522130
NAIC Description:Credit Unions

Additional information about NORTH COUNTY CREDIT UNION

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2000-12-27
Company Identification Number: C2323587
Legal Registered Office Address: 17045 Via Del Campo

San Diego
United States of America (USA)
92127

More information about NORTH COUNTY CREDIT UNION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH COUNTY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ALLEN ARVIZU2024-07-25
0012022-01-01ALLEN ARVIZU2023-03-28
0012021-01-01ALLEN ARVIZU2022-05-02
0012020-01-01ALLEN ARVIZU2021-06-28
0012019-01-01ALLEN ARVIZU2020-08-25
0012018-01-01ALLEN ARVIZU2019-08-26
0012017-01-01ALLEN ARVIZU2018-07-31
0012016-01-01ALLEN ARVIZU2017-08-31
0012015-01-01ALLEN ARVIZU2016-07-18
0012014-01-01ALLEN ARVIZU2015-06-29
0012013-01-01ALLEN ARVIZU2014-06-10
0012012-01-01ALLEN ARVIZU2013-09-17
0012011-01-01ALLEN ARVIZU2012-09-17 ALLEN ARVIZU2012-09-17
0012010-01-01ALLEN ARVIZU2011-06-02

Financial Data on NORTH COUNTY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2025 : NORTH COUNTY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-070
Total liabilities as of the end of the plan year2025-07-070
Total liabilities as of the beginning of the plan year2025-07-070
Total expenses incurred by plan in this plan year2025-07-0739016
Net assets as of the end of the plan year2025-07-076028762
Total assets as of the beginning of the plan year2025-07-075555836
Value of plan covered by a fidelity bond2025-07-073750000
Participant contributions to plan in this plan year2025-07-070
Other expenses paid from plan in this plan year2025-07-070
Other contributions to plan in this plan year2025-07-070
Other income to plan in this plan year2025-07-07511942
Plan net income in this plan year2025-07-07472926
Net assets as of the end of the plan year2025-07-076028762
Net assets as of the beginning of the plan year2025-07-075555836
Employer contributions to plan in this plan year2025-07-070
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-070
2024 : NORTH COUNTY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-250
Total liabilities as of the end of the plan year2024-07-250
Total liabilities as of the beginning of the plan year2024-07-250
Total expenses incurred by plan in this plan year2024-07-25219820
Net assets as of the end of the plan year2024-07-255555836
Total assets as of the beginning of the plan year2024-07-255129943
Value of plan covered by a fidelity bond2024-07-253000000
Participant contributions to plan in this plan year2024-07-250
Other expenses paid from plan in this plan year2024-07-250
Other contributions to plan in this plan year2024-07-250
Other income to plan in this plan year2024-07-25645713
Plan net income in this plan year2024-07-25425893
Net assets as of the end of the plan year2024-07-255555836
Net assets as of the beginning of the plan year2024-07-255129943
Employer contributions to plan in this plan year2024-07-250
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-250

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