2023 Form 5500 filing — Ces Credit Union, Inc. 401(K) 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 20240911130058NAL0004277507001) for Ces Credit Union, Inc. 401(K) Plan, reported by Ces Credit Union, Inc. under EIN 31-4400124 and plan number 002. It reports 65 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.8MReported net assets$3,798,081
Participants65
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240911130058NAL0004277507001
Plan sponsor
Ces Credit Union, Inc.
EIN
31-4400124
Plan number
002
Location
Mount Vernon, OH
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.8M total assets
Net assets$3.8MLiabilities$0
Money in vs. money out
Total income / additions$929.9K
Total expenses$140.2K
Benefits paid / distributions$140K
Contributions
Employer$152.1K
Participant$214.3K
Full reported line items
Total assets (EOY)
$3,798,081
Total liabilities (EOY)
$0
Net assets (EOY)
$3,798,081
Employer contributions
$152,138
Participant contributions
$214,326
Total income / additions
$929,948
Benefits paid
$140,006
Administrative expenses
$150
Total expenses
$140,156
Net increase / (decrease)
$789,792

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240911130058NAL0004277507001 cover?
It is the 2023 Form 5500 filing for Ces Credit Union, Inc. 401(K) Plan, reported by Ces Credit Union, Inc. (EIN 31-4400124).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages