2023 Form 5500 filing — Municipal 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 20241015165920NAL0015126243001) for Municipal Credit Union 401(K) Plan, reported by Municipal Credit Union under EIN 13-5261470 and plan number 002. It reports 453 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)$18.2MReported net assets$18,195,549
Participants453
Provider compensation$106.6K2 Schedule C row(s)$106,559
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015165920NAL0015126243001
Plan sponsor
Municipal Credit Union
EIN
13-5261470
Plan number
002
Location
New York, NY
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)$18.3M total assets
Net assets$18.2MLiabilities$61.1K
Money in vs. money out
Total income / additions$7.1M
Total expenses$2.9M
Benefits paid / distributions$2.8M
Contributions
Employer$1.5M
Participant$1.9M
Full reported line items
Total assets (EOY)
$18,256,634
Total liabilities (EOY)
$61,085
Net assets (EOY)
$18,195,549
Employer contributions
$1,519,047
Participant contributions
$1,936,164
Total income / additions
$7,111,605
Benefits paid
$2,794,972
Administrative expenses
$68,792
Total expenses
$2,932,550
Net increase / (decrease)
$4,179,055
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $68.8K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $37.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015165920NAL0015126243001 cover?
It is the 2023 Form 5500 filing for Municipal Credit Union 401(K) Plan, reported by Municipal Credit Union (EIN 13-5261470).
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