Forum Credit Union 401k Plan — Form 5500 plan (Forum 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, Forum Credit Union 401k Plan is a benefit plan reported by Forum Credit Union under EIN 35-0779057 and plan number 002. The latest loaded filing year is 2023. The filing reports 506 participants and $52,694,114 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Forum Credit Union
- EIN
- 35-0779057
- Plan number
- 002
- Plan type
- 2
- Location
- Fishers, IN
- Latest filing year
- 2023
- Participants
- 506
- End-of-year plan assets
- $52,694,114
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 506 | H, C | 20240731144718NAL0021718049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,694,114
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,694,114
- Net assets (BOY)
- $42,970,026
Income & contributions
- Employer contributions
- $1,234,047
- Participant contributions
- $2,864,554
- Total contributions
- $4,150,110
- Total income / additions
- $12,179,431
Expenses & distributions
- Benefits paid
- $2,458,043
- Administrative expenses
- $44
- Total expenses
- $2,455,343
- Net increase / (decrease)
- $9,724,088
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $44 | $0 | 2023 |