2023 Form 5500 filing — Citadel Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240625131040NAL0015348866001) for Citadel Retirement Plan, reported by Citadel Federal Credit Union under EIN 23-1357102 and plan number 001. It reports 643 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240625131040NAL0015348866001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Citadel Federal Credit Union
- EIN
- 23-1357102
- Plan number
- 001
- Location
- Exton, PA
- Participants
- 643
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,183,158
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,183,158
- Employer contributions
- $2,940,939
- Participant contributions
- $3,592,796
- Total income / additions
- $19,481,896
- Benefits paid
- $8,551,488
- Administrative expenses
- $59,817
- Total expenses
- $8,611,305
- Net increase / (decrease)
- $10,870,591
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning LLC | ADVISOR | $37,494 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $22,472 | $0 |