2023 Form 5500 filing — Kemba Credit Union Profit Sharing 401(K) Plan And Trust
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 20240702122255NAL0010746354001) for Kemba Credit Union Profit Sharing 401(K) Plan And Trust, reported by Kemba Credit Union, Inc. under EIN 31-6034125 and plan number 003. It reports 315 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240702122255NAL0010746354001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kemba Credit Union, Inc.
- EIN
- 31-6034125
- Plan number
- 003
- Location
- West Chester, OH
- Participants
- 315
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,266,898
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,266,898
- Employer contributions
- $1,011,481
- Participant contributions
- $1,136,401
- Total income / additions
- $4,624,842
- Benefits paid
- $1,064,285
- Administrative expenses
- $17,519
- Total expenses
- $1,081,804
- Net increase / (decrease)
- $3,543,038
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Service Inc | FINANCIAL ADVISER | $0 | $29,363 |
| Dynamic Pension Services Inc. | TPA | $13,793 | not reported in the loaded dataset |
| Dynamic Pension Services Inc. | TPA | $0 | $8,685 |