401k Plan data: ENCOMPASS CREDIT UNION 401(K) SAVINGS PLAN plan

ENCOMPASS CREDIT UNION 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	ENCOMPASS CREDIT UNION 401(K) SAVINGS PLAN
Plan identification number	002

ENCOMPASS CREDIT UNION 401(K) SAVINGS PLAN 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

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

Company Name: ENCOMPASS CREDIT UNION

Employer identification number (EIN): 350993734

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENCOMPASS CREDIT UNION 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 MATTHEW LAMBERT 2024-05-28
002 2022-01-01 MATTHEW LAMBERT 2023-05-26
002 2021-01-01 MELISSA UTTERBACK 2022-06-01
002 2020-01-01 JOSHUA FRAWLEY 2021-06-08
002 2019-01-01 MELISSA UTTERBACK 2020-06-30
002 2018-01-01 SHARON SMITH 2019-06-26
002 2017-01-01 SHARON SMITH 2018-06-18
002 2016-01-01 SHARON SMITH 2017-08-08
002 2015-01-01 SHARON SMITH 2016-06-17
002 2014-01-01 SHARON SMITH 2015-09-09
002 2013-01-01 DON MCELFRESH 2014-06-09 DON MCELFRESH 2014-06-09
002 2012-01-01 DON MCELFRESH 2013-10-02 DON MCELFRESH 2013-10-02
002 2011-01-01 DON MCELFRESH 2012-10-03 DON MCELFRESH 2012-10-03
002 2010-01-01 DON MCELFRESH 2011-09-28 DON MCELFRESH 2011-09-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	MATTHEW LAMBERT	2024-05-28
002	2022-01-01	MATTHEW LAMBERT	2023-05-26
002	2021-01-01	MELISSA UTTERBACK	2022-06-01
002	2020-01-01	JOSHUA FRAWLEY	2021-06-08
002	2019-01-01	MELISSA UTTERBACK	2020-06-30
002	2018-01-01	SHARON SMITH	2019-06-26
002	2017-01-01	SHARON SMITH	2018-06-18
002	2016-01-01	SHARON SMITH	2017-08-08
002	2015-01-01	SHARON SMITH	2016-06-17
002	2014-01-01	SHARON SMITH	2015-09-09
002	2013-01-01	DON MCELFRESH	2014-06-09	DON MCELFRESH	2014-06-09
002	2012-01-01	DON MCELFRESH	2013-10-02	DON MCELFRESH	2013-10-02
002	2011-01-01	DON MCELFRESH	2012-10-03	DON MCELFRESH	2012-10-03
002	2010-01-01	DON MCELFRESH	2011-09-28	DON MCELFRESH	2011-09-28

Financial Data on ENCOMPASS CREDIT UNION 401(K) SAVINGS PLAN

Measure	Date	Value
2025 : ENCOMPASS CREDIT UNION 401(K) SAVINGS PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-05-30	508902
Net assets as of the end of the plan year	2025-05-30	5699930
Total assets as of the beginning of the plan year	2025-05-30	4983095
Value of plan covered by a fidelity bond	2025-05-30	499000
Participant contributions to plan in this plan year	2025-05-30	198614
Value of participant loans at end of plan year	2025-05-30	95040
Other income to plan in this plan year	2025-05-30	821979
Plan net income in this plan year	2025-05-30	716835
Net assets as of the end of the plan year	2025-05-30	5699930
Net assets as of the beginning of the plan year	2025-05-30	4983095
Employer contributions to plan in this plan year	2025-05-30	205144
Expensese paid to adminstrative service provicers from plan in this plan year	2025-05-30	25821
2024 : ENCOMPASS CREDIT UNION 401(K) SAVINGS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-05-28	351227
Net assets as of the end of the plan year	2024-05-28	4983095
Total assets as of the beginning of the plan year	2024-05-28	4101726
Value of plan covered by a fidelity bond	2024-05-28	411000
Participant contributions to plan in this plan year	2024-05-28	225702
Value of participant loans at end of plan year	2024-05-28	145775
Other contributions to plan in this plan year	2024-05-28	8741
Other income to plan in this plan year	2024-05-28	788410
Plan net income in this plan year	2024-05-28	881369
Net assets as of the end of the plan year	2024-05-28	4983095
Net assets as of the beginning of the plan year	2024-05-28	4101726
Employer contributions to plan in this plan year	2024-05-28	209743
Expensese paid to adminstrative service provicers from plan in this plan year	2024-05-28	21721
2022 : ENCOMPASS CREDIT UNION 401(K) SAVINGS PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-06-01	431171
Net assets as of the end of the plan year	2022-06-01	4641090
Total assets as of the beginning of the plan year	2022-06-01	4113289
Value of plan covered by a fidelity bond	2022-06-01	412000
Participant contributions to plan in this plan year	2022-06-01	180529
Value of participant loans at end of plan year	2022-06-01	85781
Other income to plan in this plan year	2022-06-01	582940
Plan net income in this plan year	2022-06-01	527801
Net assets as of the end of the plan year	2022-06-01	4641090
Net assets as of the beginning of the plan year	2022-06-01	4113289
Employer contributions to plan in this plan year	2022-06-01	195503
Expensese paid to adminstrative service provicers from plan in this plan year	2022-06-01	20541

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Company Name:	ENCOMPASS CREDIT UNION
Employer identification number (EIN):	350993734
NAIC Classification:	522130
NAIC Description:	Credit Unions