Five County Credit Union 401(K) Plan And Trust — Form 5500 plan (Five County Credit Union)
Plain-English plan 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, Five County Credit Union 401(K) Plan And Trust is a benefit plan reported by Five County Credit Union under EIN 01-0261795 and plan number 002. The latest loaded filing year is 2023. The filing reports 184 participants and $16,232,139 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Five County Credit Union
- EIN
- 01-0261795
- Plan number
- 002
- Plan type
- 2
- Location
- Bath, ME
- Latest filing year
- 2023
- Participants
- 184
- End-of-year plan assets
- $16,232,139
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 184 | H, C | 20240731114740NAL0036437344001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,232,139
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,232,139
- Net assets (BOY)
- $13,369,805
Income & contributions
- Employer contributions
- $716,744
- Participant contributions
- $652,271
- Total contributions
- $1,558,644
- Total income / additions
- $3,811,731
Expenses & distributions
- Benefits paid
- $895,782
- Administrative expenses
- $53,615
- Total expenses
- $949,397
- Net increase / (decrease)
- $2,862,334
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $40,536 | $0 | 2023 |
| Members Capital Advisors, Inc. | NONE | $13,079 | not reported in the loaded dataset | 2023 |