2023 Form 5500 filing — Campus Federal Credit Union 401(K) Profit Sharing 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 20240828103916NAL0011728385001) for Campus Federal Credit Union 401(K) Profit Sharing Plan And Trust, reported by Campus Federal Credit Union under EIN 72-0452899 and plan number 001. It reports 203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828103916NAL0011728385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Campus Federal Credit Union
- EIN
- 72-0452899
- Plan number
- 001
- Location
- Baton Rouge, LA
- Participants
- 203
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,638,756
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,638,756
- Employer contributions
- $627,567
- Participant contributions
- $744,343
- Total income / additions
- $4,414,977
- Benefits paid
- $2,194,716
- Administrative expenses
- $84,920
- Total expenses
- $2,279,636
- Net increase / (decrease)
- $2,135,341
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks | NONE | $38,928 | not reported in the loaded dataset |
| Thirtynorth Investments, LLC | NONE | $23,319 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $22,672 | $0 |