2023 Form 5500 filing — First Community 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 20241001142925NAL0007287793001) for First Community 401(K) Plan, reported by First Community Credit Union under EIN 93-0468003 and plan number 011. It reports 368 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)$32.5MReported net assets$32,484,982
Participants368
Provider compensation$62.2K2 Schedule C row(s)$62,180
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241001142925NAL0007287793001
- Plan sponsor
- First Community Credit Union
- EIN
- 93-0468003
- Plan number
- 011
- Location
- Coquille, OR
- Received date
- not reported in the loaded dataset
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)$32.5M total assets
Net assets$32.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $32,484,982
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,484,982
- Employer contributions
- $567,201
- Participant contributions
- $1,327,546
- Total income / additions
- $6,608,415
- Benefits paid
- $1,935,657
- Administrative expenses
- $62,180
- Total expenses
- $2,006,997
- Net increase / (decrease)
- $4,601,418
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | INVESTMENT ADVISOR | $50,000 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $12,180 | $0 |