Plan5500

Kemba Credit Union Profit Sharing 401(K) Plan And Trust — Form 5500 plan (Kemba Credit Union, Inc.)

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, Kemba Credit Union Profit Sharing 401(K) Plan And Trust is a benefit plan reported by Kemba Credit Union, Inc. under EIN 31-6034125 and plan number 003. The latest loaded filing year is 2023. The filing reports 315 participants and $20,266,898 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kemba Credit Union, Inc.
EIN
31-6034125
Plan number
003
Plan type
2
Location
West Chester, OH
Latest filing year
2023
Participants
315
End-of-year plan assets
$20,266,898

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023315H, C20240702122255NAL0010746354001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,266,898
Total liabilities (EOY)
$0
Net assets (EOY)
$20,266,898
Net assets (BOY)
$16,723,860

Income & contributions

Employer contributions
$1,011,481
Participant contributions
$1,136,401
Total contributions
$2,196,674
Total income / additions
$4,624,842

Expenses & distributions

Benefits paid
$1,064,285
Administrative expenses
$17,519
Total expenses
$1,081,804
Net increase / (decrease)
$3,543,038

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Service IncFINANCIAL ADVISER$0$29,3632023
Dynamic Pension Services Inc.TPA$13,793not reported in the loaded dataset2023
Dynamic Pension Services Inc.TPA$0$8,6852023

Related Form 5500 pages