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CALHOUN LIBERTY EMPLOYEES CREDIT UNION 401K PLAN 401k Plan overview

Plan NameCALHOUN LIBERTY EMPLOYEES CREDIT UNION 401K PLAN
Plan identification number 002

CALHOUN LIBERTY EMPLOYEES CREDIT UNION 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

CALHOUN LIBERTY EMPLOYEES CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:CALHOUN LIBERTY EMPLOYEES CREDIT UNION
Employer identification number (EIN):590991497
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALHOUN LIBERTY EMPLOYEES CREDIT UNION 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022017-01-01

Financial Data on CALHOUN LIBERTY EMPLOYEES CREDIT UNION 401K PLAN

Measure Date Value
2025 : CALHOUN LIBERTY EMPLOYEES CREDIT UNION 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-3126074
Net assets as of the end of the plan year2025-07-311672806
Total assets as of the beginning of the plan year2025-07-311237615
Value of plan covered by a fidelity bond2025-07-314000000
Participant contributions to plan in this plan year2025-07-31119309
Value of participant loans at end of plan year2025-07-3142138
Other expenses paid from plan in this plan year2025-07-31400
Other contributions to plan in this plan year2025-07-3111854
Other income to plan in this plan year2025-07-31166989
Plan net income in this plan year2025-07-31435191
Net assets as of the end of the plan year2025-07-311672806
Net assets as of the beginning of the plan year2025-07-311237615
Employer contributions to plan in this plan year2025-07-31163113
Fees paid to broker by Benefit Provider2025-07-31744
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-31344
2024 : CALHOUN LIBERTY EMPLOYEES CREDIT UNION 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-3049654
Net assets as of the end of the plan year2024-07-301237615
Total assets as of the beginning of the plan year2024-07-30878250
Value of plan covered by a fidelity bond2024-07-304000000
Participant contributions to plan in this plan year2024-07-30110026
Value of participant loans at end of plan year2024-07-3025259
Other expenses paid from plan in this plan year2024-07-300
Other income to plan in this plan year2024-07-30157678
Plan net income in this plan year2024-07-30359365
Net assets as of the end of the plan year2024-07-301237615
Net assets as of the beginning of the plan year2024-07-30878250
Employer contributions to plan in this plan year2024-07-30141315
Fees paid to broker by Benefit Provider2024-07-301444
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-30248

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