Plan5500

Corporate One Federal Credit Union 401(K) Plan And Trust — Form 5500 plan (Corporate One Federal Credit Union)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Corporate One Federal Credit Union 401(K) Plan And Trust is a benefit plan reported by Corporate One Federal Credit Union under EIN 31-1102257 and plan number 003. The latest loaded filing year is 2023. The filing reports 197 participants and $43,981,543 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$44MPlan net assets, end of year$43,981,543
Participants197Covered participants reported
Assets / participant$223.3KComputed: assets ÷ participants$223,257 (computed)
Provider compensation$48.3K2 Schedule C provider row(s)$48,261
Plan sponsor
Corporate One Federal Credit Union
EIN
31-1102257
Plan number
003
Plan type
2
Location
Columbus, OH
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    197 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$44M total assets
Net assets$44MLiabilities$0
Money in vs. money out
Total income / additions$10.2M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
Employer$1.8M
Participant$1.7M
Full reported line items

Net assets

Total assets (EOY)
$43,981,543
Total liabilities (EOY)
$0
Net assets (EOY)
$43,981,543
Net assets (BOY)
$34,916,988

Income & contributions

Employer contributions
$1,833,398
Participant contributions
$1,721,419
Total contributions
$4,130,193
Total income / additions
$10,154,488

Expenses & distributions

Benefits paid
$1,038,972
Administrative expenses
$50,961
Total expenses
$1,089,933
Net increase / (decrease)
$9,064,555
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 52%Participant 48%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income10%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Commonwealth Financial Network$37K
    ADVISOR · Direct $37K
  2. 2
    Fidelity Investments Institutional$11.3K
    RECORDKEEPER · Direct $11.3K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Corporate One Federal Credit Union 401(K) Plan And Trust?
Corporate One Federal Credit Union 401(K) Plan And Trust is reported as sponsored by Corporate One Federal Credit Union (EIN 31-1102257, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Corporate One Federal Credit Union 401(K) Plan And Trust?
The latest Form 5500 filing year loaded for Corporate One Federal Credit Union 401(K) Plan And Trust is 2023.
How many participants does Corporate One Federal Credit Union 401(K) Plan And Trust report?
Corporate One Federal Credit Union 401(K) Plan And Trust reports 197 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Corporate One Federal Credit Union 401(K) Plan And Trust?
Corporate One Federal Credit Union 401(K) Plan And Trust reports $43,981,543 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages