Numark Credit Union 401(K) Plan And Trust — Form 5500 plan (Numark 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, Numark Credit Union 401(K) Plan And Trust is a benefit plan reported by Numark Credit Union under EIN 36-6006909 and plan number 002. The latest loaded filing year is 2023. The filing reports 165 participants and $16,665,952 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Numark Credit Union
- EIN
- 36-6006909
- Plan number
- 002
- Plan type
- 2
- Location
- Joliet, IL
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $16,665,952
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20240723063519NAL0006368627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,665,952
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,665,952
- Net assets (BOY)
- $14,771,959
Income & contributions
- Employer contributions
- $1,048,398
- Participant contributions
- $744,907
- Total contributions
- $2,025,254
- Total income / additions
- $4,198,508
Expenses & distributions
- Benefits paid
- $2,243,011
- Administrative expenses
- $48,589
- Total expenses
- $2,304,515
- Net increase / (decrease)
- $1,893,993
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $36,958 | $0 | 2023 |
| Members Capital Advisors, Inc. | NONE | $11,631 | not reported in the loaded dataset | 2023 |