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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
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

Plan Statistics for ONE SOURCE FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

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

Measure Date Value
2025: ONE SOURCE FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-1344
Total number of particpants at end of year2025-05-1342
Number of Participants With Account Balances2025-05-1331
2024: ONE SOURCE FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-2145
Total number of particpants at end of year2024-06-2143
Number of Participants With Account Balances2024-06-2131
2022: ONE SOURCE FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-2251
Total number of particpants at end of year2022-06-2246
Number of Participants With Account Balances2022-06-2236

Financial Data on ONE SOURCE FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

Measure Date Value
2025 : ONE SOURCE FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-1343615
Net assets as of the end of the plan year2025-05-132819532
Total assets as of the beginning of the plan year2025-05-132457077
Value of plan covered by a fidelity bond2025-05-133500000
Participant contributions to plan in this plan year2025-05-1379739
Value of participant loans at end of plan year2025-05-1364954
Other income to plan in this plan year2025-05-13267311
Plan net income in this plan year2025-05-13362455
Net assets as of the end of the plan year2025-05-132819532
Net assets as of the beginning of the plan year2025-05-132457077
Employer contributions to plan in this plan year2025-05-1359020
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-1317906
2024 : ONE SOURCE FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-2172113
Net assets as of the end of the plan year2024-06-212457077
Total assets as of the beginning of the plan year2024-06-212101442
Value of plan covered by a fidelity bond2024-06-213500000
Participant contributions to plan in this plan year2024-06-2168193
Value of participant loans at end of plan year2024-06-2170885
Other income to plan in this plan year2024-06-21308907
Plan net income in this plan year2024-06-21355635
Net assets as of the end of the plan year2024-06-212457077
Net assets as of the beginning of the plan year2024-06-212101442
Employer contributions to plan in this plan year2024-06-2150648
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2115167
2022 : ONE SOURCE FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-220
Total expenses incurred by plan in this plan year2022-06-22485262
Net assets as of the end of the plan year2022-06-222481422
Total assets as of the beginning of the plan year2022-06-222550130
Value of plan covered by a fidelity bond2022-06-223500000
Participant contributions to plan in this plan year2022-06-2261282
Value of participant loans at end of plan year2022-06-2248673
Other contributions to plan in this plan year2022-06-220
Other income to plan in this plan year2022-06-22306677
Plan net income in this plan year2022-06-22-68708
Net assets as of the end of the plan year2022-06-222481422
Net assets as of the beginning of the plan year2022-06-222550130
Employer contributions to plan in this plan year2022-06-2248595
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-2218039

Potentially related plans

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