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ONE SOURCE FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan NameONE SOURCE FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN
Plan identification number 002

ONE SOURCE FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 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.
  • 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

ONE SOURCE FEDERAL CU has sponsored the creation of one or more 401k plans.

Company Name:ONE SOURCE FEDERAL CU
Employer identification number (EIN):741123678
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ONE SOURCE FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01OSCAR CARBAJAL2024-06-21 OSCAR CARBAJAL2024-06-21
0022022-01-01OSCAR CARBAJAL2023-06-21 OSCAR CARBAJAL2023-06-21
0022021-01-01OSCAR CARBAJAL2022-06-22 OSCAR CARBAJAL2022-06-22
0022020-01-01OMAR BRUCE TRUMAN2021-07-19
0022019-01-01PHYLLIS FAVILA2020-06-16
0022018-01-01OMAR BRUCE TRUMAN2019-06-04
0022017-01-01OMAR TRUMAN2018-05-30
0022016-01-01OMAR TRUMAN2017-08-04
0022015-01-01JOSE DANIEL LEVARIO2016-05-24
0022014-01-01JOSE DANIEL LEVARIO2015-06-26
0022013-01-01JOSE DANIEL LEVARIO2014-10-10
0022012-01-01OSCAR CARBAJAL2013-07-31
0022011-01-01OSCAR CARBAJAL2012-07-31 OSCAR CARBAJAL2012-07-31
0022010-01-01ROBERT PETERSON2011-06-17

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