How big is Financial Plus Credit Union's plan?

Financial Plus Credit Union's plan reported $2.5M in assets and 38 participants for 2024.

Original filing (PDF)20250512141600NAL0011440019001

Financial Plus Credit Union

Name: Financial Plus Credit Union — Financial Plus Credit, Form 5500 (2024)
Creator: Financial Plus Credit Union
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Financial Plus Credit Union 401(k) Plan

401(k) retirement plan · Financial Plus Credit Union's Financial Plus Credit Union 401(k) Plan held $2.5M in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

DAVE CALE signed Financial Plus Credit Union's 2024 Form 5500 as plan administrator.

DAVE CALE — 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 Plus Credit Union's EIN is 42-0802188.

EIN 42-0802188

Plan number 002

Plan year 2024

ACK ID 20250512141600NAL0011440019001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Financial Plus Credit Union from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Financial Plus 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 PLUS CREDIT UNION.

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Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off