Fort Worth Community Credit Union — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Fort Worth Community Credit Union (EIN 75-0796472) is a plan sponsor located in Bedford, TX with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
75-0796472
Location
Bedford, TX
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$34,109,629
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$34,109,629

Contributions & income

Employer contributions
$696,841
Participant contributions
$867,479
Total income / additions
$6,765,485

Expenses & distributions

Benefits paid / distributions
$3,677,470
Total expenses
$3,693,156
Net increase / (decrease)
$3,072,329

Coverage

Total reported participants
401
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Fort Worth Community Credit Union plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Fort Worth Community Credit Union Retirement Investment Plan001231$34,109,6292023
Fort Worth Community Credit Union Health And Welfare Benefit Plan501170not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Fort Worth Community Credit Union
YearPlanParticipantsSchedulesFiling
2023Fort Worth Community Credit Union Health And Welfare Benefit Plan17020240725170819NAL0032139010001
2023Fort Worth Community Credit Union Retirement Investment Plan231H, C20241015163847NAL0029133809001

Related Form 5500 pages