Credit Union Of Texas 401(k) Plan (terminated 2014): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2014, when $25.0 million was transferred out of the plan. Assets moved to the PENTEGRA DEFINED CONTRIBUTION PLAN FOR FINANCIAL INSTITUTIONS (sponsored by BOARD OF DIRECTORS OF PENTEGRA DEFINED CONTRIBUTION PLAN). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Credit Union Of Texas 401(k) Plan Facts (plan year 2014)

Plan name
CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN
Plan type
401(k) and profit sharing
Plan sponsor
CREDIT UNION OF TEXAS
Participants
505
Former employees with a balance
0
Employer contributions
$558,218 in plan year 2014 (43% of all contributions)
Plan year
Jan 1, 2014 – Oct 31, 2014
Plan established
Jul 1, 1984
— Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2014 (Jan 1, 2014 – Oct 31, 2014), filed Oct 6, 2015. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2014

  • $1.30 million went into the plan in contributions, $558,218 of it from the employer (43%).
  • $1.47 million was paid out to participants.
  • Investment and other income added $891,596.

How the Credit Union Of Texas 401(k) changed, 2009–2014

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2009436$17.6 million$766,515$688,086
2010445$19.7 million$731,692$1.16 million
2011445$19.2 million$741,908$1.95 million
2012469$21.3 million$739,270$1.46 million
2013479$24.4 million$745,794$1.23 million
2014 (final)505$0$558,218$1.47 million

Credit Union Of Texas 401(k) Contact Information

Phone
972-263-9497
Mailing address
8131 LYNDON B JOHNSON FWY ST, DALLAS TX 752514604
Plan sponsor
CREDIT UNION OF TEXAS
Employer identification number (EIN)
75-0225045
Plan number
033

Questions about the Credit Union Of Texas 401(k)

Is the Credit Union Of Texas 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2014. Its assets were transferred to the PENTEGRA DEFINED CONTRIBUTION PLAN FOR FINANCIAL INSTITUTIONS.

Does Credit Union Of Texas contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $558,218 in employer contributions for plan year 2014.

Does the Credit Union Of Texas 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Credit Union Of Texas 401(k) plan?

505 participants at the start of plan year 2014.

Who manages the Credit Union Of Texas 401(k) accounts?

CUNA Mutual Retirement Solutions is the plan's recordkeeper, which is where participants log in to see their balance.

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