Logo

RIVER TOWN FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 401k Plan overview

Plan NameRIVER TOWN FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
Plan identification number 002

RIVER TOWN FEDERAL CREDIT UNION 401(K) PLAN AND TRUST Benefits

401k Plan TypeDefined 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.
  • 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

RIVER TOWN FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:RIVER TOWN FEDERAL CREDIT UNION
Employer identification number (EIN):716059382
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RIVER TOWN FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-09-01DIANNA SHARUM2024-09-18
0022022-09-01DIANNA SHARUM2024-03-20
0022021-09-01LINDSAY C CONLEY2022-10-03
0022021-09-01LINDSAY C CONLEY2022-10-03
0022020-09-01LINDSAY C CONLEY2021-09-29
0022019-09-01LINDSAY C CONLEY2020-10-06
0022018-09-01MEREDITH ANDERSON2019-10-02
0022017-09-01MEREDITH ANDERSON2019-02-20
0022016-09-01MEREDITH ANDERSON2017-09-26
0022015-09-01MEREDITH ANDERSON2016-11-22
0022013-09-01SUZIE SPIVEY2015-01-05
0022012-09-01SUZIE SPIVEY2013-09-12
0022011-09-01SUZIE SPIVEY2013-05-28 SUZIE SPIVEY2013-05-28
0022010-09-01SUZIE SPIVEY2012-04-03
0022008-09-01SUZIE SPIVEY

Plan Statistics for RIVER TOWN FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k plan membership statisitcs for RIVER TOWN FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2024: RIVER TOWN FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year2024-09-187
Total number of particpants at end of year2024-09-186
Number of Participants With Account Balances2024-09-186
2022: RIVER TOWN FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2022 401k membership
Total number of particpants at beginning of year2022-10-036
Total number of particpants at end of year2022-10-036
Number of Participants With Account Balances2022-10-036
2008: RIVER TOWN FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2008 401k membership
Total participants, beginning-of-year2008-09-019
Total number of active participants reported on line 7a of the Form 55002008-09-015
Number of retired or separated participants receiving benefits2008-09-010
Number of other retired or separated participants entitled to future benefits2008-09-010
Total of all active and inactive participants2008-09-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-09-010
Total participants2008-09-015
Number of participants with account balances2008-09-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-09-010

Financial Data on RIVER TOWN FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2024 : RIVER TOWN FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-1844527
Net assets as of the end of the plan year2024-09-18125643
Total assets as of the beginning of the plan year2024-09-18141311
Value of plan covered by a fidelity bond2024-09-181250000
Participant contributions to plan in this plan year2024-09-184970
Other expenses paid from plan in this plan year2024-09-18100
Other income to plan in this plan year2024-09-1812643
Plan net income in this plan year2024-09-18-15668
Net assets as of the end of the plan year2024-09-18125643
Net assets as of the beginning of the plan year2024-09-18141311
Employer contributions to plan in this plan year2024-09-1811246
2022 : RIVER TOWN FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-035871
Net assets as of the end of the plan year2022-10-03127119
Total assets as of the beginning of the plan year2022-10-03103256
Value of plan covered by a fidelity bond2022-10-031000000
Participant contributions to plan in this plan year2022-10-039405
Other expenses paid from plan in this plan year2022-10-0350
Other contributions to plan in this plan year2022-10-0321773
Other income to plan in this plan year2022-10-03-12733
Plan net income in this plan year2022-10-0323863
Net assets as of the end of the plan year2022-10-03127119
Net assets as of the beginning of the plan year2022-10-03103256
Employer contributions to plan in this plan year2022-10-0311289
2009 : RIVER TOWN FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2009 401k financial data
Total income from all sources2009-08-31$-7,072
Expenses. Total of all expenses incurred2009-08-31$46,062
Benefits paid (including direct rollovers)2009-08-31$45,887
Total plan assets at end of year2009-08-31$46,809
Total plan assets at beginning of year2009-08-31$99,943
Value of fidelity bond covering the plan2009-08-31$1,000,000
Total contributions received or receivable from participants2009-08-31$3,616
Expenses. Other expenses not covered elsewhere2009-08-31$175
Other income received2009-08-31$-19,401
Net income (gross income less expenses)2009-08-31$-53,134
Net plan assets at end of year (total assets less liabilities)2009-08-31$46,809
Net plan assets at beginning of year (total assets less liabilities)2009-08-31$99,943
Assets. Value of participant loans2009-08-31$3,599
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022009-08-31$39
Total contributions received or receivable from employer(s)2009-08-31$8,713
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-08-31$0

Form 5500 Responses for RIVER TOWN FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

2008: RIVER TOWN FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2008 form 5500 responses
2008-09-01Type of plan entitySingle employer plan
2008-09-01Submission has been amendedNo
2008-09-01This submission is the final filingNo
2008-09-01This return/report is a short plan year return/report (less than 12 months)No
2008-09-01Plan is a collectively bargained planNo
2008-09-01Plan funding arrangement – InsuranceYes
2008-09-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number003-0122-0
Policy instance 1

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup