2023 Form 5500 filing — Call Federal Credit Union 401(K) 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 20240927080227NAL0001068563001) for Call Federal Credit Union 401(K) Profit Sharing Plan, reported by Call Federal Credit Union under EIN 54-0754383 and plan number 002. It reports 153 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)$8.1MReported net assets$8,083,922
Participants153
Provider compensation$1.9K2 Schedule C row(s)$1,890
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240927080227NAL0001068563001
Plan sponsor
Call Federal Credit Union
EIN
54-0754383
Plan number
002
Location
Richmond, VA
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)$8.1M total assets
Net assets$8.1MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$1M
Benefits paid / distributions$957.5K
Contributions
Employer$632.8K
Participant$384K
Full reported line items
Total assets (EOY)
$8,083,922
Total liabilities (EOY)
$0
Net assets (EOY)
$8,083,922
Employer contributions
$632,755
Participant contributions
$384,032
Total income / additions
$2,063,438
Benefits paid
$957,506
Administrative expenses
$50,008
Total expenses
$1,007,514
Net increase / (decrease)
$1,055,924
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $1.9K · Indirect $0
  2. 2
    TPA · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927080227NAL0001068563001 cover?
It is the 2023 Form 5500 filing for Call Federal Credit Union 401(K) Profit Sharing Plan, reported by Call Federal Credit Union (EIN 54-0754383).
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