Community First Credit Union Capital Accumulation Plan — Form 5500 plan (Community First 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, Community First Credit Union Capital Accumulation Plan is a benefit plan reported by Community First Credit Union under EIN 39-6264347 and plan number 033. The latest loaded filing year is 2023. The filing reports 860 participants and $35,890,578 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$35.9MPlan net assets, end of year$35,890,578
Participants860Covered participants reported
Assets / participant$41.7KComputed: assets ÷ participants$41,733 (computed)
Provider compensation$124.2K2 Schedule C provider row(s)$124,249
- Plan sponsor
- Community First Credit Union
- EIN
- 39-6264347
- Plan number
- 033
- Plan type
- 2
- Location
- Neenah, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 860 | H, C | 20241015095633NAL0055461682001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$35.9M total assets
Net assets$35.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $35,890,578
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,890,578
- Net assets (BOY)
- $30,324,323
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $2,598,123
- Total contributions
- $2,683,624
- Total income / additions
- $8,147,125
Expenses & distributions
- Benefits paid
- $2,456,621
- Administrative expenses
- $124,249
- Total expenses
- $2,580,870
- Net increase / (decrease)
- $5,566,255
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
100%
Employer 0%Participant 100%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income30%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $118,953 | $0 | 2023 |
| Members Capital Advisors, Inc. | NONE | $5,296 | not reported in the loaded dataset | 2023 |