2023 Form 5500 filing — City Credit Union Defined Benefit 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 20241015132108NAL0029769793001) for City Credit Union Defined Benefit Plan, reported by City Credit Union under EIN 75-0692281 and plan number 001. It reports 124 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)$9.9MReported net assets$9,850,966
Participants124
Provider compensation$22.8K1 Schedule C row(s)$22,842
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015132108NAL0029769793001
Plan sponsor
City Credit Union
EIN
75-0692281
Plan number
001
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)$9.9M total assets
Net assets$9.9MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$142.6K
Benefits paid / distributions$115.7K
Full reported line items
Total assets (EOY)
$9,850,966
Total liabilities (EOY)
$0
Net assets (EOY)
$9,850,966
Total income / additions
$1,017,094
Benefits paid
$115,668
Administrative expenses
$22,842
Total expenses
$142,612
Net increase / (decrease)
$874,482
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISORS · Direct $22.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015132108NAL0029769793001 cover?
It is the 2023 Form 5500 filing for City Credit Union Defined Benefit 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