2023 Form 5500 filing — Capital Educators Federal Credit Union 401(K) Plan And Trust

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 20240809114159NAL0010848592001) for Capital Educators Federal Credit Union 401(K) Plan And Trust, reported by Capital Educators Federal Credit Union under EIN 82-0212120 and plan number 003. It reports 317 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)$8.3MReported net assets$8,306,025
Participants317
Provider compensation$34.4K2 Schedule C row(s)$34,398
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240809114159NAL0010848592001
Plan sponsor
Capital Educators Federal Credit Union
EIN
82-0212120
Plan number
003
Location
Meridian, ID
Received date
not reported in the loaded dataset
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)$8.3M total assets
Net assets$8.3MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$382.8K
Benefits paid / distributions$346K
Contributions
Employer$438.6K
Participant$1.1M
Full reported line items
Total assets (EOY)
$8,306,025
Total liabilities (EOY)
$0
Net assets (EOY)
$8,306,025
Employer contributions
$438,631
Participant contributions
$1,090,517
Total income / additions
$2,754,052
Benefits paid
$345,957
Administrative expenses
$34,398
Total expenses
$382,791
Net increase / (decrease)
$2,371,261
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $27.7K · Indirect $0
  2. 2
    NONE · Direct $6.7K

Related Form 5500 pages