2023 Form 5500 filing — Dupage Credit Union Employees 401(K) Profit Sharing 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 20240708144000NAL0019410048001) for Dupage Credit Union Employees 401(K) Profit Sharing Plan, reported by Dupage Credit Union under EIN 36-2499724 and plan number 001. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240708144000NAL0019410048001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dupage Credit Union
- EIN
- 36-2499724
- Plan number
- 001
- Location
- Naperville, IL
- Participants
- 163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,919,553
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,919,553
- Employer contributions
- $251,766
- Participant contributions
- $848,908
- Total income / additions
- $3,138,661
- Benefits paid
- $243,514
- Administrative expenses
- $57,660
- Total expenses
- $301,174
- Net increase / (decrease)
- $2,837,487
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR | $29,900 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $27,760 | $0 |