2023 Form 5500 filing — First Community Credit Union 401(K) Retirement 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 20240816141212NAL0008349699001) for First Community Credit Union 401(K) Retirement Plan, reported by First Community Credit Union under EIN 74-1212168 and plan number 001. It reports 487 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)$34.8MReported net assets$34,763,440
Participants487
Provider compensation$190.4K2 Schedule C row(s)$190,413
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240816141212NAL0008349699001
Plan sponsor
First Community Credit Union
EIN
74-1212168
Plan number
001
Location
Houston, TX
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)$34.8M total assets
Net assets$34.8MLiabilities$0
Money in vs. money out
Total income / additions$8.5M
Total expenses$3.1M
Benefits paid / distributions$2.9M
Contributions
Employer$1.8M
Participant$1.7M
Full reported line items
Total assets (EOY)
$34,763,440
Total liabilities (EOY)
$0
Net assets (EOY)
$34,763,440
Employer contributions
$1,810,945
Participant contributions
$1,660,142
Total income / additions
$8,509,579
Benefits paid
$2,868,220
Administrative expenses
$129,821
Total expenses
$3,081,861
Net increase / (decrease)
$5,427,718
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $129.8K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $60.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240816141212NAL0008349699001 cover?
It is the 2023 Form 5500 filing for First Community Credit Union 401(K) Retirement Plan, reported by First Community Credit Union (EIN 74-1212168).
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).

Related Form 5500 pages