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COMPASS FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan NameCOMPASS FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN
Plan identification number 033

COMPASS FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN Benefits

401k Plan TypeDefined 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.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • 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 FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:COMPASS FEDERAL CREDIT UNION
Employer identification number (EIN):160925413
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0332023-01-01JENNIFER RUPERT2024-09-05 JENNIFER RUPERT2024-09-05
0332022-01-01JENNIFER RUPERT2023-04-05 JENNIFER RUPERT2023-04-05
0332021-01-01JENNIFER RUPERT2022-10-06
0332020-01-01JENNIFER RUPERT2021-09-23 JENNIFER RUPERT2021-09-23
0332019-01-01JENNIFER RUPERT2020-07-09 JENNIFER RUPERT2020-07-10
0332018-01-01DENISE GRINNELL2019-07-17 DENISE GRINNELL2019-07-17
0332017-01-01DENISE GRINNELL2018-03-19 DENISE GRINNELL2018-03-19
0332017-01-01THOMAS O'TOOLE2018-08-17
0332016-01-01THOMAS O'TOOLE2017-05-30
0332015-01-01THOMAS O'TOOLE2016-08-08
0332014-01-01THOMAS O'TOOLE2015-09-18
0332013-01-01THOMAS O'TOOLE2014-07-29
0332012-01-01THOMAS O'TOOLE2013-08-02
0332011-01-01THOMAS O'TOOLE2012-08-14
0332010-01-01THOMAS O'TOOLE2011-06-22
0332009-01-01THOMAS OTOOLE GEORGE DELONG2010-09-03

Plan Statistics for COMPASS FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

401k plan membership statisitcs for COMPASS FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

Measure Date Value
2009: COMPASS FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-0113
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0113
Number of participants with account balances2009-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Form 5500 Responses for COMPASS FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

2009: COMPASS FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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