2023 Form 5500 filing — Coasthills Credit Union 401(K) And Profit Sharing 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 20240904175203NAL0044415410001) for Coasthills Credit Union 401(K) And Profit Sharing Plan, reported by Coasthills Credit Union under EIN 95-2015359 and plan number 003. It reports 382 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904175203NAL0044415410001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coasthills Credit Union
- EIN
- 95-2015359
- Plan number
- 003
- Location
- Santa Maria, CA
- Participants
- 382
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,603,974
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,603,974
- Employer contributions
- $1,030,846
- Participant contributions
- $1,536,450
- Total income / additions
- $5,881,499
- Benefits paid
- $3,360,075
- Administrative expenses
- $29,603
- Total expenses
- $3,440,706
- Net increase / (decrease)
- $2,440,793
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $29,603 | $0 |