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401k Sponsoring company profile

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

Company Name:HERITAGE CREDIT UNION
Employer identification number (EIN):396048473
NAIC Classification:522130
NAIC Description:Credit Unions

Additional information about HERITAGE CREDIT UNION

Jurisdiction of Incorporation:
Incorporation Date:
Company Identification Number:

More information about HERITAGE CREDIT UNION

The following addresses have been detected on the 401k submissions:

USA Mailing Address
1212 HUXLEY ST
MADISON
WI
537044224
Date first seen: 2015-10-13
Date last seen: 2019-06-26
USA Location Address
1212 HUXLEY ST
MADISON
WI
53704
Date first seen: 2007-01-01
Date last seen: 2023-12-31
USA Mailing Address
4617 LIUNA WAY
DEFOREST
WI
53532
Date first seen: 2007-01-01
Date last seen: 2023-12-31

The following addresses have been found in other jurisdictions:

Jurisdiction:Washington Secretary of State Corporations Division
Address:
CO DIV OF SAVINGS & LOAN GENERAL ADMINISTRATION BLDG
VANCOUVER
WA
Jurisdiction Company ID:
Jurisdiction Registration Date:

HERITAGE CREDIT UNION 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
033HERITAGE CREDIT UNION 401(K) PLAN AND TRUST2015-01-01 1997-01-01
001HERITAGE CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST2016-01-01 1976-09-01
510HERITAGE CREDIT UNION HEALTH & WELFARE PLAN2019-01-01 2019-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution Number of participants/employees Average contribution per participant
2019-11-27Employer Contributions $ 327,529 110 $ 2,978
2019-11-27Employee Contributions $ 327,529 110 $ 2,978
2016-04-04Employer Contributions $ 1,500,000 94 $ 15,957
2016-04-04Employee Contributions $ 1,500,000 94 $ 15,957
2013-07-03Employer Contributions $ 1,120,167
2013-07-03Employee Contributions $ 1,120,167
2012-09-17Employer Contributions $ 936,498
2012-09-17Employee Contributions $ 936,498
2012-03-30Employer Contributions $ 1,000,000
2012-03-30Employee Contributions $ 1,000,000
2011-12-27Employer Contributions $ 500,000
2011-12-27Employee Contributions $ 500,000

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