2023 Form 5500 filing — Communication Federal Credit Union 401(K) 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 20241015165634NAL0030416593001) for Communication Federal Credit Union 401(K) Plan, reported by Communication Federal Credit Union under EIN 73-0582460 and plan number 011. It reports 319 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)$22.9MReported net assets$22,901,540
Participants319
Provider compensation$17K2 Schedule C row(s)$16,953
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015165634NAL0030416593001
- Plan sponsor
- Communication Federal Credit Union
- EIN
- 73-0582460
- Plan number
- 011
- Location
- Oklahoma City, OK
- Received date
- not reported in the loaded dataset
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)$22.9M total assets
Net assets$22.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $22,901,540
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,901,540
- Employer contributions
- $1,140,415
- Participant contributions
- $877,001
- Total income / additions
- $4,991,042
- Benefits paid
- $1,259,723
- Administrative expenses
- $16,953
- Total expenses
- $1,276,676
- Net increase / (decrease)
- $3,714,366
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Finley & Cook Pllc | ACCOUNTANT/AUDITOR | $11,028 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $5,925 | $0 |