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Sharefax Credit Union 401(k) Savings Plan and Trust
Sharefax Credit Union, Inc., Cincinnati OH. Employer ID 310627742, plan number 001. Annual reports on file for 2009 to 2025.
Where the money went
Plans that moved money into this one:
- 2026: money from Emery Federal Credit Union 401k Retirement Plan moved in.
- Filed 2009-2025Sharefax Credit Union 401(k) Savings Plan and Trust, Sharefax Credit Union, Inc.
- TodaySharefax Credit Union 401(k) Savings Plan and Trust still files. That is where to ask.
Left in 2025? Worth asking about employer money
- In plan year 2025, active participants fell from 83 to 66 (20%), and 10 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing
This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
No unusual events.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2014 | 62 | 2 | Filing |
| 2015 | 63 | 6 | Filing |
| 2016 | 68 | 8 | Filing |
| 2017 | 72 | 10 | Filing |
| 2018 | 76 | 8 | Filing |
| 2019 | 75 | 9 | Filing |
| 2020 | 78 | 15 | Filing |
| 2021 | 83 | 12 | Filing |
| 2022 | 83 | 14 | Filing |
| 2023 | 90 | 16 | Filing |
| 2024 | 103 | 20 | Filing |
| 2025 | 90 | 24 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.