2023 Form 5500 filing — Ukrainian Federal Credit Union Capital Accumulation 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 20241004161931NAL0005817523001) for Ukrainian Federal Credit Union Capital Accumulation Plan, reported by Ukrainian Federal Credit Union under EIN 16-0799792 and plan number 033. It reports 86 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.4MReported net assets$5,386,803
Participants86
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241004161931NAL0005817523001
Plan sponsor
Ukrainian Federal Credit Union
EIN
16-0799792
Plan number
033
Location
Rochester, NY
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)$5.4M total assets
Net assets$5.4MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$89K
Benefits paid / distributions$88.9K
Contributions
Employer$134.2K
Participant$289.6K
Full reported line items
Total assets (EOY)
$5,386,803
Total liabilities (EOY)
$0
Net assets (EOY)
$5,386,803
Employer contributions
$134,247
Participant contributions
$289,604
Total income / additions
$1,109,143
Benefits paid
$88,862
Administrative expenses
$169
Total expenses
$89,031
Net increase / (decrease)
$1,020,112

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004161931NAL0005817523001 cover?
It is the 2023 Form 5500 filing for Ukrainian Federal Credit Union Capital Accumulation Plan, reported by Ukrainian Federal Credit Union (EIN 16-0799792).
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