Original filing (PDF)20230707164300NAL0016134897001

UNITED 1ST CREDIT UNION

Name: UNITED 1ST CREDIT UNION — UNITED 1ST CREDIT UNION 401(K) PLAN AND TRUST, Form 5500 (2022)
Creator: UNITED 1ST CREDIT UNION

Form 5500-SF

FILING_RECEIVED

UNITED 1ST CREDIT UNION 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED 1ST CREDIT UNION.

Plan sponsor

Name

UNITED 1ST CREDIT UNION

EIN

58-0597777

Address

PO BOX 105205 · ATLANTA, GA · 303485205

Phone

(404) 874-0777

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-02-28

Filed

2023-07-07

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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Similar-size Finance & Insurance plans

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