Centra Credit Union 401(K) Plan And Trust — Form 5500 plan (Centra 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, Centra Credit Union 401(K) Plan And Trust is a benefit plan reported by Centra Credit Union under EIN 35-0885381 and plan number 003. The latest loaded filing year is 2023. The filing reports 589 participants and $20,844,179 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Centra Credit Union
- EIN
- 35-0885381
- Plan number
- 003
- Plan type
- 2
- Location
- Columbus, IN
- Latest filing year
- 2023
- Participants
- 589
- End-of-year plan assets
- $20,844,179
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 589 | H, C | 20241008120805NAL0016586385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,844,179
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,844,179
- Net assets (BOY)
- $17,718,236
Income & contributions
- Employer contributions
- $710,165
- Participant contributions
- $1,712,359
- Total contributions
- $2,557,801
- Total income / additions
- $5,597,167
Expenses & distributions
- Benefits paid
- $2,376,245
- Administrative expenses
- $94,979
- Total expenses
- $2,471,224
- Net increase / (decrease)
- $3,125,943
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $77,308 | $0 | 2023 |
| Members Capital Advisors, Inc. | NONE | $17,671 | not reported in the loaded dataset | 2023 |