2023 Form 5500 filing — U Of I Community Credit Union 401(K) 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 20240709084042NAL0007736883001) for U Of I Community Credit Union 401(K) Plan, reported by U Of I Community Credit Union under EIN 37-0560167 and plan number 002. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$15.4MReported net assets$15,392,024
Participants136
Provider compensation$62.1K2 Schedule C row(s)$62,085
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240709084042NAL0007736883001
Plan sponsor
U Of I Community Credit Union
EIN
37-0560167
Plan number
002
Location
Champaign, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$15.4M total assets
Net assets$15.4MLiabilities$0
Money in vs. money out
Total income / additions$4M
Total expenses$425.7K
Benefits paid / distributions$363.5K
Contributions
Employer$622.1K
Participant$711.2K
Full reported line items
Total assets (EOY)
$15,392,024
Total liabilities (EOY)
$0
Net assets (EOY)
$15,392,024
Employer contributions
$622,066
Participant contributions
$711,220
Total income / additions
$3,980,350
Benefits paid
$363,546
Administrative expenses
$62,085
Total expenses
$425,662
Net increase / (decrease)
$3,554,688
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $37.7K
  2. 2
    RECORDKEEPER · Direct $24.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240709084042NAL0007736883001 cover?
It is the 2023 Form 5500 filing for U Of I Community Credit Union 401(K) Plan, reported by U Of I Community Credit Union (EIN 37-0560167).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages