401k Plan data: COMPASS FINANCIAL FEDERAL CREDIT UNION 401(K) PLAN AND TRUST plan

COMPASS FINANCIAL FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	COMPASS FINANCIAL FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
Plan identification number	002

COMPASS FINANCIAL FEDERAL CREDIT UNION 401(K) PLAN AND TRUST Benefits

401k Plan Type

Defined 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.
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

COMPASS FINANCIAL FEDERAL CU has sponsored the creation of one or more 401k plans.

Company Name: COMPASS FINANCIAL FEDERAL CU

Employer identification number (EIN): 590642951

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 CARLA J GOMEZ 2024-06-04
002 2022-01-01 CARLA J GOMEZ 2023-06-01
002 2021-01-01 CARLA J GOMEZ 2022-06-27
002 2020-01-01 CARLA J GOMEZ 2021-05-24
002 2019-01-01 CARLA J GOMEZ 2020-05-26
002 2018-01-01 CARLA J GOMEZ 2019-07-08
002 2017-01-01 CARLA J GOMEZ 2018-05-31
002 2016-01-01 CARLA J GOMEZ 2017-06-09
002 2015-01-01 CARLA J GOMEZ 2016-06-08
002 2014-01-01 CARLA J GOMEZ 2015-06-11
002 2013-01-01 CARLA J GOMEZ 2014-05-13
002 2012-01-01 CARLA J GOMEZ 2013-07-10
002 2011-01-01 LEONARDO M. ACOSTA 2012-07-27
002 2010-01-01 LEONARDO M ACOSTA 2011-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	CARLA J GOMEZ	2024-06-04
002	2022-01-01	CARLA J GOMEZ	2023-06-01
002	2021-01-01	CARLA J GOMEZ	2022-06-27
002	2020-01-01	CARLA J GOMEZ	2021-05-24
002	2019-01-01	CARLA J GOMEZ	2020-05-26
002	2018-01-01	CARLA J GOMEZ	2019-07-08
002	2017-01-01	CARLA J GOMEZ	2018-05-31
002	2016-01-01	CARLA J GOMEZ	2017-06-09
002	2015-01-01	CARLA J GOMEZ	2016-06-08
002	2014-01-01	CARLA J GOMEZ	2015-06-11
002	2013-01-01	CARLA J GOMEZ	2014-05-13
002	2012-01-01	CARLA J GOMEZ	2013-07-10
002	2011-01-01	LEONARDO M. ACOSTA	2012-07-27
002	2010-01-01	LEONARDO M ACOSTA	2011-07-26

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Company Name:	COMPASS FINANCIAL FEDERAL CU
Employer identification number (EIN):	590642951
NAIC Classification:	522130
NAIC Description:	Credit Unions