2023 Form 5500 filing — Cbc 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 20241015100521NAL0014368515001) for Cbc Federal Credit Union 401-K Profit Sharing Plan, reported by Cbc Federal Credit Union under EIN 95-1767367 and plan number 001. It reports 162 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)$7.3MReported net assets$7,324,209
Participants162
Provider compensation$25.3K3 Schedule C row(s)$25,299
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015100521NAL0014368515001
Plan sponsor
Cbc Federal Credit Union
EIN
95-1767367
Plan number
001
Location
Oxnard, CA
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)$7.3M total assets
Net assets$7.3MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$514.8K
Benefits paid / distributions$494.7K
Contributions
Employer$299.4K
Participant$620.4K
Full reported line items
Total assets (EOY)
$7,324,209
Total liabilities (EOY)
$0
Net assets (EOY)
$7,324,209
Employer contributions
$299,448
Participant contributions
$620,369
Total income / additions
$1,812,612
Benefits paid
$494,663
Administrative expenses
$17,970
Total expenses
$514,840
Net increase / (decrease)
$1,297,772
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $22.7K · Indirect $0
  2. 2
    TPA · Direct $2.6K · Indirect $0
  3. 3
    Reported on this filing

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015100521NAL0014368515001 cover?
It is the 2023 Form 5500 filing for Cbc Federal Credit Union 401-K Profit Sharing Plan, reported by Cbc Federal Credit Union (EIN 95-1767367).
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