2023 Form 5500 filing — California 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 20240716111033NAL0002442721001) for California Credit Union 401(K) Plan, reported by California Credit Union under EIN 95-0951410 and plan number 002. It reports 797 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240716111033NAL0002442721001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- California Credit Union
- EIN
- 95-0951410
- Plan number
- 002
- Location
- Glendale, CA
- Participants
- 797
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $98,568,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $98,568,011
- Employer contributions
- $2,603,556
- Participant contributions
- $3,866,841
- Total income / additions
- $20,217,689
- Benefits paid
- $5,852,292
- Administrative expenses
- $43,343
- Total expenses
- $5,895,635
- Net increase / (decrease)
- $14,322,054
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $42,938 | $0 |