2023 Form 5500 filing — Elevations Credit Union Capital Accumulation 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 20240723092626NAL0017892144001) for Elevations Credit Union Capital Accumulation Plan, reported by Elevations Credit Union under EIN 84-0459116 and plan number 033. It reports 822 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723092626NAL0017892144001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Elevations Credit Union
- EIN
- 84-0459116
- Plan number
- 033
- Location
- Boulder, CO
- Participants
- 822
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,161,826
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,161,826
- Employer contributions
- $1,928,428
- Participant contributions
- $4,767,110
- Total income / additions
- $18,822,282
- Benefits paid
- $6,736,946
- Administrative expenses
- $69,935
- Total expenses
- $6,806,881
- Net increase / (decrease)
- $12,015,401
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $56,821 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $13,114 | not reported in the loaded dataset |