2023 Form 5500 filing — Forum Credit Union 401k 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 20240731144718NAL0021718049001) for Forum Credit Union 401k Plan, reported by Forum Credit Union under EIN 35-0779057 and plan number 002. It reports 506 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731144718NAL0021718049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Forum Credit Union
- EIN
- 35-0779057
- Plan number
- 002
- Location
- Fishers, IN
- Participants
- 506
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,694,114
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,694,114
- Employer contributions
- $1,234,047
- Participant contributions
- $2,864,554
- Total income / additions
- $12,179,431
- Benefits paid
- $2,458,043
- Administrative expenses
- $44
- Total expenses
- $2,455,343
- Net increase / (decrease)
- $9,724,088
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $44 | $0 |