401k Plan data: NORTH COUNTY CREDIT UNION 401(K) PLAN AND TRUST plan

NORTH COUNTY CREDIT UNION 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	NORTH COUNTY CREDIT UNION 401(K) PLAN AND TRUST
Plan identification number	002

NORTH COUNTY 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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

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 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 ALLEN ARVIZU 2024-06-13
002 2022-01-01 ALLEN ARVIZU 2023-05-23
002 2021-01-01 ALLEN ARVIZU 2022-06-09
002 2020-01-01 ALLEN ARVIZU 2021-05-19
002 2019-01-01 ALLEN ARVIZU 2020-06-11
002 2018-01-01 ALLEN ARVIZU 2019-05-09
002 2017-01-01 ALLEN ARVIZU 2018-06-22
002 2016-01-01 ALLEN ARVIZU 2017-05-17
002 2015-01-01 ALLEN ARVIZU 2016-06-22
002 2014-01-01 ALLEN ARVIZU 2015-06-29
002 2013-01-01 ALLEN ARVIZU 2014-08-15
002 2012-01-01 ALLEN ARVIZU 2013-07-19
002 2011-01-01 ALLEN ARVIZU 2012-09-17 ALLEN ARVIZU 2012-09-17
002 2010-01-01 ALLEN ARVIZU 2011-09-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	ALLEN ARVIZU	2024-06-13
002	2022-01-01	ALLEN ARVIZU	2023-05-23
002	2021-01-01	ALLEN ARVIZU	2022-06-09
002	2020-01-01	ALLEN ARVIZU	2021-05-19
002	2019-01-01	ALLEN ARVIZU	2020-06-11
002	2018-01-01	ALLEN ARVIZU	2019-05-09
002	2017-01-01	ALLEN ARVIZU	2018-06-22
002	2016-01-01	ALLEN ARVIZU	2017-05-17
002	2015-01-01	ALLEN ARVIZU	2016-06-22
002	2014-01-01	ALLEN ARVIZU	2015-06-29
002	2013-01-01	ALLEN ARVIZU	2014-08-15
002	2012-01-01	ALLEN ARVIZU	2013-07-19
002	2011-01-01	ALLEN ARVIZU	2012-09-17	ALLEN ARVIZU	2012-09-17
002	2010-01-01	ALLEN ARVIZU	2011-09-16

Financial Data on NORTH COUNTY CREDIT UNION 401(K) PLAN AND TRUST

Measure	Date	Value
2025 : NORTH COUNTY CREDIT UNION 401(K) PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-06-04	547
Net assets as of the end of the plan year	2025-06-04	571795
Total assets as of the beginning of the plan year	2025-06-04	540525
Value of plan covered by a fidelity bond	2025-06-04	3750000
Participant contributions to plan in this plan year	2025-06-04	14250
Other income to plan in this plan year	2025-06-04	17567
Plan net income in this plan year	2025-06-04	31270
Net assets as of the end of the plan year	2025-06-04	571795
Net assets as of the beginning of the plan year	2025-06-04	540525
2024 : NORTH COUNTY CREDIT UNION 401(K) PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-06-13	24167
Net assets as of the end of the plan year	2024-06-13	540525
Total assets as of the beginning of the plan year	2024-06-13	526027
Value of plan covered by a fidelity bond	2024-06-13	3000000
Participant contributions to plan in this plan year	2024-06-13	21750
Other expenses paid from plan in this plan year	2024-06-13	50
Other income to plan in this plan year	2024-06-13	16915
Plan net income in this plan year	2024-06-13	14498
Net assets as of the end of the plan year	2024-06-13	540525
Net assets as of the beginning of the plan year	2024-06-13	526027

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

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