2023 Form 5500 filing — Bellwether 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 20240726095610NAL0032581282001) for Bellwether Community Credit Union 401(K) Plan, reported by Bellwether Community Credit Union under EIN 02-0196520 and plan number 002. It reports 114 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)$19.8MReported net assets$19,840,862

Participants114

Provider compensation$47.1K4 Schedule C row(s)$47,061

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240726095610NAL0032581282001
Plan sponsor: Bellwether Community Credit Union
EIN: 02-0196520
Plan number: 002
Location: Manchester, NH
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)$19.8M total assets

Net assets$19.8MLiabilities$0

Money in vs. money out

Total income / additions$4.3M

Total expenses$1.6M

Benefits paid / distributions$1.5M

Contributions

Employer$458.6K

Participant$540.8K

Full reported line items

Total assets (EOY): $19,840,862
Total liabilities (EOY): $0
Net assets (EOY): $19,840,862
Employer contributions: $458,594
Participant contributions: $540,775
Total income / additions: $4,314,299
Benefits paid: $1,507,906
Administrative expenses: $47,092
Total expenses: $1,554,998
Net increase / (decrease): $2,759,301

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$34.2K
CONTRACT ADMINISTRATOR · Direct $34.2K · Indirect $0
2
Cmfg Life Insurance Company$12.8K
NONE · Direct $12.8K
3
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0
4
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240726095610NAL0032581282001 cover?: It is the 2023 Form 5500 filing for Bellwether Community Credit Union 401(K) Plan, reported by Bellwether Community Credit Union (EIN 02-0196520).
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).