401k Plan data: VOCAL CREDIT UNION CAPITAL ACCUMULATION PLAN plan

VOCAL CREDIT UNION CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan Name	VOCAL CREDIT UNION CAPITAL ACCUMULATION PLAN
Plan identification number	033

VOCAL CREDIT UNION CAPITAL ACCUMULATION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.

401k Sponsoring company profile

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

Company Name: VOCAL CREDIT UNION

Employer identification number (EIN): 810283506

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VOCAL CREDIT UNION CAPITAL ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
033 2023-01-01 EDWARD G BLACK 2024-09-06 EDWARD G BLACK 2024-09-06
033 2022-01-01 EDWARD BLACK 2023-08-25 EDWARD BLACK 2023-08-25
033 2021-01-01 EDDIE BLACK 2022-09-15 EDDIE BLACK 2022-09-15
033 2020-01-01 EDWARD BLACK 2021-09-16
033 2019-01-01 EDWARD G BLACK 2020-05-27
033 2018-01-01 EDWARD G BLACK 2019-06-03
033 2017-01-01 EDWARD G BLACK 2018-09-26
033 2016-01-01 EDWARD G BLACK 2017-05-19
033 2015-01-01 EDWARD G BLACK 2016-05-24
033 2014-01-01 EDWARD G BLACK 2015-08-28
033 2013-01-01 EDWARD G BLACK 2014-06-12
033 2012-01-01 EDWARD G BLACK 2013-07-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
033	2023-01-01	EDWARD G BLACK	2024-09-06	EDWARD G BLACK	2024-09-06
033	2022-01-01	EDWARD BLACK	2023-08-25	EDWARD BLACK	2023-08-25
033	2021-01-01	EDDIE BLACK	2022-09-15	EDDIE BLACK	2022-09-15
033	2020-01-01	EDWARD BLACK	2021-09-16
033	2019-01-01	EDWARD G BLACK	2020-05-27
033	2018-01-01	EDWARD G BLACK	2019-06-03
033	2017-01-01	EDWARD G BLACK	2018-09-26
033	2016-01-01	EDWARD G BLACK	2017-05-19
033	2015-01-01	EDWARD G BLACK	2016-05-24
033	2014-01-01	EDWARD G BLACK	2015-08-28
033	2013-01-01	EDWARD G BLACK	2014-06-12
033	2012-01-01	EDWARD G BLACK	2013-07-30

Financial Data on VOCAL CREDIT UNION CAPITAL ACCUMULATION PLAN

Measure	Date	Value
2025 : VOCAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-08-20	37282
Net assets as of the end of the plan year	2025-08-20	2104695
Total assets as of the beginning of the plan year	2025-08-20	1780562
Value of plan covered by a fidelity bond	2025-08-20	1500000
Participant contributions to plan in this plan year	2025-08-20	95025
Other income to plan in this plan year	2025-08-20	190270
Plan net income in this plan year	2025-08-20	324133
Net assets as of the end of the plan year	2025-08-20	2104695
Net assets as of the beginning of the plan year	2025-08-20	1780562
Employer contributions to plan in this plan year	2025-08-20	76120
Expensese paid to adminstrative service provicers from plan in this plan year	2025-08-20	14912
2024 : VOCAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-09-06	89476
Net assets as of the end of the plan year	2024-09-06	1780562
Total assets as of the beginning of the plan year	2024-09-06	1515098
Value of plan covered by a fidelity bond	2024-09-06	1500000
Participant contributions to plan in this plan year	2024-09-06	85094
Other income to plan in this plan year	2024-09-06	204422
Plan net income in this plan year	2024-09-06	265464
Net assets as of the end of the plan year	2024-09-06	1780562
Net assets as of the beginning of the plan year	2024-09-06	1515098
Employer contributions to plan in this plan year	2024-09-06	65424
Expensese paid to adminstrative service provicers from plan in this plan year	2024-09-06	11307
2022 : VOCAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-09-15	32574
Net assets as of the end of the plan year	2022-09-15	1588512
Total assets as of the beginning of the plan year	2022-09-15	1277656
Value of plan covered by a fidelity bond	2022-09-15	1500000
Participant contributions to plan in this plan year	2022-09-15	87122
Other contributions to plan in this plan year	2022-09-15	6123
Other income to plan in this plan year	2022-09-15	162214
Plan net income in this plan year	2022-09-15	310856
Net assets as of the end of the plan year	2022-09-15	1588512
Net assets as of the beginning of the plan year	2022-09-15	1277656
Employer contributions to plan in this plan year	2022-09-15	87971
Expensese paid to adminstrative service provicers from plan in this plan year	2022-09-15	15952

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Company Name:	VOCAL CREDIT UNION
Employer identification number (EIN):	810283506
NAIC Classification:	522130
NAIC Description:	Credit Unions