Kemba Financial Credit Union, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Kemba Financial 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 Financial Credit Union, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Kemba Financial Credit Union, Inc. under EIN 31-6034826 and plan number 001. The latest loaded filing year is 2023. The filing reports 379 participants and $27,032,101 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kemba Financial Credit Union, Inc.
EIN
31-6034826
Plan number
001
Plan type
2
Location
Gahanna, OH
Latest filing year
2023
Participants
379
End-of-year plan assets
$27,032,101

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023379H, C20240620131221NAL0000949651001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,032,101
Total liabilities (EOY)
$0
Net assets (EOY)
$27,032,101
Net assets (BOY)
$22,023,602

Income & contributions

Employer contributions
$1,730,224
Participant contributions
$1,768,862
Total contributions
$3,646,491
Total income / additions
$7,468,069

Expenses & distributions

Benefits paid
$2,386,789
Administrative expenses
$72,781
Total expenses
$2,459,570
Net increase / (decrease)
$5,008,499

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$42,781$02023
Commonwealth Financial NetworkADVISOR$30,000not reported in the loaded dataset2023

Related Form 5500 pages