2023 Form 5500 filing — City Credit Union 401(K) Retirement 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 20241009085111NAL0018052785001) for City Credit Union 401(K) Retirement Savings Plan, reported by City Credit Union under EIN 75-0692281 and plan number 002. It reports 131 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)$6.5MReported net assets$6,537,623
Participants131
Provider compensation$4.2K3 Schedule C row(s)$4,189
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009085111NAL0018052785001
Plan sponsor
City Credit Union
EIN
75-0692281
Plan number
002
Location
Dallas, TX
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)$6.5M total assets
Net assets$6.5MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$433.5K
Benefits paid / distributions$429.3K
Contributions
Employer$257.8K
Participant$464.6K
Full reported line items
Total assets (EOY)
$6,537,623
Total liabilities (EOY)
$0
Net assets (EOY)
$6,537,623
Employer contributions
$257,789
Participant contributions
$464,649
Total income / additions
$1,695,579
Benefits paid
$429,316
Administrative expenses
$4,189
Total expenses
$433,505
Net increase / (decrease)
$1,262,074
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $3.7K
  2. 2
    NONE · Direct $0 · Indirect $507
  3. 3
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009085111NAL0018052785001 cover?
It is the 2023 Form 5500 filing for City Credit Union 401(K) Retirement Savings Plan, reported by City Credit Union (EIN 75-0692281).
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