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  5. ADDITION FINANCIAL CREDIT UNION

ADDITION FINANCIAL CREDIT UNION - Florida Company Profile

Company Details

Entity Name: ADDITION FINANCIAL CREDIT UNION
Jurisdiction: FLORIDA
Filing Type: Designation of Agent
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 24 Apr 2019 (6 years ago)
Document Number: Q19000000042
Address: 1000 PRIMERA BLVD, LAKE MARY, FL 32746
Mail Address: 1000 PRIMERA BLVD, LAKE MARY, FL 32746
ZIP code: 32746
County: Seminole
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ADDITION FINANCIAL CREDIT UNION 2022 590678236 2023-08-04 ADDITION FINANCIAL CREDIT UNION 419
File View Page
Three-digit plan number (PN) 504
Effective date of plan 2002-02-02
Business code 522130
Sponsor’s telephone number 4078969411
Plan sponsor’s mailing address 1000 PRIMERA BLVD, LAKE MARY, FL, 327462194
Plan sponsor’s address 1000 PRIMERA BLVD, LAKE MARY, FL, 327462194

Number of participants as of the end of the plan year
Active participants 466

Signature of
Role Plan administrator
Date 2023-08-04
Name of individual signing NORA RODRIGUEZ-PATTERSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-04
Name of individual signing NORA RODRIGUEZ-PATTERSON
Valid signature Filed with authorized/valid electronic signature
ADDITION FINANCIAL CREDIT UNION 2021 590678236 2022-07-22 ADDITION FINANCIAL CREDIT UNION 431
File View Page
Three-digit plan number (PN) 501
Effective date of plan 1993-07-01
Business code 522130
Sponsor’s telephone number 4078969411
Plan sponsor’s mailing address 1000 PRIMERA BLVD, LAKE MARY, FL, 327462194
Plan sponsor’s address 1000 PRIMERA BLVD, LAKE MARY, FL, 327462194

Number of participants as of the end of the plan year
Active participants 419

Signature of
Role Plan administrator
Date 2022-07-22
Name of individual signing JAMES RYCHLICKI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-22
Name of individual signing ROBERT KINDERMANN
Valid signature Filed with authorized/valid electronic signature
ADDITION FINANCIAL CREDIT UNION 2021 590678236 2022-07-22 ADDITION FINANCIAL CREDIT UNION 487
File View Page
Three-digit plan number (PN) 505
Effective date of plan 2011-10-01
Business code 522130
Sponsor’s telephone number 4078969411
Plan sponsor’s mailing address 1000 PRIMERA BLVD, LAKE MARY, FL, 327462194
Plan sponsor’s address 1000 PRIMERA BLVD, LAKE MARY, FL, 327462194

Number of participants as of the end of the plan year
Active participants 483

Signature of
Role Plan administrator
Date 2022-07-22
Name of individual signing JAMES RYCHLICKI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-22
Name of individual signing ROBERT KINDERMANN
Valid signature Filed with authorized/valid electronic signature
ADDITION FINANCIAL CREDIT UNION 2021 590678236 2022-07-25 ADDITION FINANCIAL CREDIT UNION 431
File View Page
Three-digit plan number (PN) 504
Effective date of plan 2002-02-02
Business code 522130
Sponsor’s telephone number 4078969411
Plan sponsor’s mailing address 1000 PRIMERA BLVD, LAKE MARY, FL, 327462194
Plan sponsor’s address 1000 PRIMERA BLVD, LAKE MARY, FL, 327462194

Number of participants as of the end of the plan year
Active participants 419

Signature of
Role Plan administrator
Date 2022-07-25
Name of individual signing JAMES RYCHLICKI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-25
Name of individual signing ROBERT KINDERMANN
Valid signature Filed with authorized/valid electronic signature
ADDITION FINANCIAL CREDIT UNION 2020 590678236 2021-08-13 ADDITION FINANCIAL CREDIT UNION 439
File View Page
Three-digit plan number (PN) 504
Effective date of plan 2002-02-02
Business code 522130
Sponsor’s telephone number 4078969411
Plan sponsor’s mailing address 1000 PRIMERA BLVD, LAKE MARY, FL, 327462194
Plan sponsor’s address 1000 PRIMERA BLVD, LAKE MARY, FL, 327462194

Number of participants as of the end of the plan year
Active participants 420

Signature of
Role Plan administrator
Date 2021-08-13
Name of individual signing JAMES RYCHLICKI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-08-13
Name of individual signing ROBERT KINDERMANN
Valid signature Filed with authorized/valid electronic signature
Role DFE
Date 2021-08-13
Name of individual signing ROBERT KINDERMANN
Valid signature Filed with authorized/valid electronic signature
ADDITION FINANCIAL CREDIT UNION 2020 590678236 2021-08-13 ADDITION FINANCIAL CREDIT UNION 439
File View Page
Three-digit plan number (PN) 501
Effective date of plan 1993-07-01
Business code 522130
Sponsor’s telephone number 4078969411
Plan sponsor’s mailing address 1000 PRIMERA BLVD, LAKE MARY, FL, 327462194
Plan sponsor’s address 1000 PRIMERA BLVD, LAKE MARY, FL, 327462194

Number of participants as of the end of the plan year
Active participants 420

Signature of
Role Plan administrator
Date 2021-08-13
Name of individual signing JAMES RYCHLICKI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-08-13
Name of individual signing ROBERT KINDERMANN
Valid signature Filed with authorized/valid electronic signature
ADDITION FINANCIAL CREDIT UNION 2020 590678236 2021-08-13 ADDITION FINANCIAL CREDIT UNION 524
File View Page
Three-digit plan number (PN) 505
Effective date of plan 2011-10-01
Business code 522130
Sponsor’s telephone number 4078969411
Plan sponsor’s mailing address 1000 PRIMERA BLVD, LAKE MARY, FL, 327462194
Plan sponsor’s address 1000 PRIMERA BLVD, LAKE MARY, FL, 327462194

Number of participants as of the end of the plan year
Active participants 487

Signature of
Role Plan administrator
Date 2021-08-13
Name of individual signing JAMES RYCHLICKI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-08-13
Name of individual signing ROBERT KINDERMANN
Valid signature Filed with authorized/valid electronic signature
ADDITION FINANCIAL CREDIT UNION 2019 590678236 2020-08-13 ADDITION FINANCIAL CREDIT UNION 378
File View Page
Three-digit plan number (PN) 504
Effective date of plan 2002-02-02
Business code 522130
Sponsor’s telephone number 4078969411
Plan sponsor’s mailing address 1000 PRIMERA BLVD, LAKE MARY, FL, 327462194
Plan sponsor’s address 1000 PRIMERA BLVD, LAKE MARY, FL, 327462194

Number of participants as of the end of the plan year
Active participants 439

Signature of
Role Plan administrator
Date 2020-08-13
Name of individual signing ROBERT KINDERMANN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-08-12
Name of individual signing JAMES RYCHLICKI
Valid signature Filed with authorized/valid electronic signature
ADDITION FINANCIAL CREDIT UNION 2019 590678236 2020-08-13 ADDITION FINANCIAL CREDIT UNION 428
File View Page
Three-digit plan number (PN) 505
Effective date of plan 2011-10-01
Business code 522130
Sponsor’s telephone number 4078969411
Plan sponsor’s mailing address 1000 PRIMERA BLVD, LAKE MARY, FL, 327462194
Plan sponsor’s address 1000 PRIMERA BLVD, LAKE MARY, FL, 327462194

Number of participants as of the end of the plan year
Active participants 524

Signature of
Role Plan administrator
Date 2020-08-13
Name of individual signing ROBERT KINDERMANN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-08-12
Name of individual signing JAMES RYCHLICKI
Valid signature Filed with authorized/valid electronic signature
ADDITION FINANCIAL CREDIT UNION 2019 590678236 2020-08-13 ADDITION FINANCIAL CREDIT UNION 442
File View Page
Three-digit plan number (PN) 502
Effective date of plan 1993-07-01
Business code 522130
Sponsor’s telephone number 4078969411
Plan sponsor’s mailing address 1000 PRIMERA BLVD, LAKE MARY, FL, 327462194
Plan sponsor’s address 1000 PRIMERA BLVD, LAKE MARY, FL, 327462194

Number of participants as of the end of the plan year
Active participants 499

Signature of
Role Plan administrator
Date 2020-08-13
Name of individual signing ROBERT KINDERMANN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-08-12
Name of individual signing JAMES RYCHLICKI
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
NELSON, SAMUEL M Agent 1000 PRIMERA BLVD, LAKE MARY, FL 32746

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G19000068780 CFE EXPIRED 2019-06-18 2024-12-31 - 1000 PRIMERA BLVD., LAKE MARY, FL, 32746
G19000068784 CFE FEDERAL CREDIT UNION EXPIRED 2019-06-18 2024-12-31 - 1000 PRIMERA BLVD., LAKE MARY, FL, 32746
G19000068797 CENTRAL FLORIDA EDUCATORS FEDERAL CREDIT UNION EXPIRED 2019-06-18 2024-12-31 - 1000 PRIMERA BLVD., LAKE MARY, FL, 32746
G19000054590 ADDITION FINANCIAL ACTIVE 2019-05-03 2029-12-31 - 1000 PRIMERA BLVD., LAKE MARY, FL, 32746

Documents

Name Date
Designation of Agent 2019-04-24

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
59-0678236 Corporation Unconditional Exemption 1000 PRIMERA BLVD, LAKE MARY, FL, 32746-2194 2022-10
In Care of Name -
Group Exemption Number 0000
Subsection Credit Union, Other Mutual Corp. or Assoc.
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are not deductible.
Foundation All organizations except 501(c)(3)
Tax Period 2023-12
Asset 50,000,000 to greater
Income 50,000,000 to greater
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 2912144631
Income Amount 170511185
Form 990 Revenue Amount 170511185
National Taxonomy of Exempt Entities Public& Societal Benefit: Credit Unions
Sort Name -

Determination Letter
Final Letter(s) FinalLetter_59-0678236_ADDITIONFINANCIALCREDITUNION_12212021_00.tif
FinalLetter_59-0678236_ADDITIONFINANCIALCREDITUNION_12212021.tif

Copies of Returns (990, 990-EZ, 990-PF, 990-T)
Organization Name ADDITION FINANCIAL CREDIT UNION
EIN 59-0678236
Tax Period 202212
Filing Type E
Return Type 990O
File View File
Organization Name ADDITION FINANCIAL CREDIT UNION
EIN 59-0678236
Tax Period 202112
Filing Type E
Return Type 990O
File View File
Organization Name ADDITION FINANCIAL CREDIT UNION
EIN 59-0678236
Tax Period 202112
Filing Type E
Return Type 990O
File View File

Companies related by officers

NELSON, SAMUEL M

CENTRAL FLORIDA EDUCATORS FEDERAL CREDIT UNION - Active
Designation of Agent (2018 )

Companies related by address

1000 PRIMERA BLVD, LAKE MARY, FL 32746

CENTRAL FLORIDA EDUCATORS FEDERAL CREDIT UNION

1000 PRIMERA BLVD, LAKE MARY, FL 32746

CENTRAL FLORIDA EDUCATORS FEDERAL CREDIT UNION

Date of last update: 16 Feb 2025

Sources: Florida Department of State

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