Plan5500

Ukrainian Federal Credit Union Capital Accumulation Plan — Form 5500 plan (Ukrainian Federal 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, Ukrainian Federal Credit Union Capital Accumulation Plan is a benefit plan reported by Ukrainian Federal Credit Union under EIN 16-0799792 and plan number 033. The latest loaded filing year is 2023. The filing reports 86 participants and $5,386,803 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.4MPlan net assets, end of year$5,386,803
Participants86Covered participants reported
Assets / participant$62.6KComputed: assets ÷ participants$62,637 (computed)
Provider compensationNone reported
Plan sponsor
Ukrainian Federal Credit Union
EIN
16-0799792
Plan number
033
Plan type
2
Location
Rochester, NY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    86 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.4M total assets
Net assets$5.4MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$89K
Benefits paid / distributions$88.9K
Contributions
Employer$134.2K
Participant$289.6K
Full reported line items

Net assets

Total assets (EOY)
$5,386,803
Total liabilities (EOY)
$0
Net assets (EOY)
$5,386,803
Net assets (BOY)
$4,366,691

Income & contributions

Employer contributions
$134,247
Participant contributions
$289,604
Total income / additions
$1,109,143

Expenses & distributions

Benefits paid
$88,862
Administrative expenses
$169
Total expenses
$89,031
Net increase / (decrease)
$1,020,112
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 32%Participant 68%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income8%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Ukrainian Federal Credit Union Capital Accumulation Plan?
Ukrainian Federal Credit Union Capital Accumulation Plan is reported as sponsored by Ukrainian Federal Credit Union (EIN 16-0799792, plan number 033) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Ukrainian Federal Credit Union Capital Accumulation Plan?
The latest Form 5500 filing year loaded for Ukrainian Federal Credit Union Capital Accumulation Plan is 2023.
How many participants does Ukrainian Federal Credit Union Capital Accumulation Plan report?
Ukrainian Federal Credit Union Capital Accumulation Plan reports 86 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Ukrainian Federal Credit Union Capital Accumulation Plan?
Ukrainian Federal Credit Union Capital Accumulation Plan reports $5,386,803 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages