2023 Form 5500 filing — Community Credit Union Of Florida Defined Benefit 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 20240830074255NAL0031566242001) for Community Credit Union Of Florida Defined Benefit Plan And Trust, reported by Community Credit Union Of Florida under EIN 59-0860768 and plan number 001. It reports 121 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830074255NAL0031566242001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Credit Union Of Florida
- EIN
- 59-0860768
- Plan number
- 001
- Location
- Rockledge, FL
- Participants
- 121
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,013,706
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,013,706
- Total income / additions
- $2,465,611
- Benefits paid
- $96,433
- Administrative expenses
- $32,752
- Total expenses
- $129,185
- Net increase / (decrease)
- $2,336,426
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $23,394 | $0 |
| Members Capital Advisors, Inc. | NONE | $9,358 | not reported in the loaded dataset |