2023 Form 5500 filing — Dupaco Community Credit Union Salary Savings 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 20241007113406NAL0008829155001) for Dupaco Community Credit Union Salary Savings Plan, reported by Dupaco Community Credit Union under EIN 42-0674206 and plan number 002. It reports 709 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007113406NAL0008829155001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dupaco Community Credit Union
- EIN
- 42-0674206
- Plan number
- 002
- Location
- Dubuque, IA
- Participants
- 709
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,211,111
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,211,111
- Employer contributions
- $4,246,814
- Participant contributions
- $3,935,474
- Total income / additions
- $17,803,503
- Benefits paid
- $3,612,487
- Administrative expenses
- $184,909
- Total expenses
- $3,797,396
- Net increase / (decrease)
- $14,006,107
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust Company | CONTRACT ADMINISTRATION | $156,909 | $0 |
| Dwc Consultants | INVESTMENT ADVISORY | $28,000 | not reported in the loaded dataset |