Original filing (PDF)20230605092538NAL0051876962001

Financial One Credit Union

Name: Financial One Credit Union — Financial One CU, Form 5500 (2022)
Creator: Financial One Credit Union
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Financial One CU Capital Accumulation Plan

401(k) retirement plan · Financial One Credit Union's Financial One CU Capital Accumulation Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

DEB Connell signed Financial One Credit Union's 2022 Form 5500 as plan administrator.

DEB Connell — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Financial One Credit Union's EIN is 41-0644981.

EIN 41-0644981

Plan number 033

Plan year 2022

ACK ID 20230605092538NAL0051876962001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Financial One Credit Union from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Financial One Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FINANCIAL ONE CREDIT UNION.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score