Community 1st Credit Union 401(K) Plan — Form 5500 plan (Community 1st 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 1st Credit Union 401(K) Plan is a benefit plan reported by Community 1st Credit Union under EIN 42-0686459 and plan number 033. The latest loaded filing year is 2023. The filing reports 310 participants and $19,273,751 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community 1st Credit Union
- EIN
- 42-0686459
- Plan number
- 033
- Plan type
- 2
- Location
- Ottumwa, IA
- Latest filing year
- 2023
- Participants
- 310
- End-of-year plan assets
- $19,273,751
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 310 | H, C | 20240820135439NAL0004300128001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,273,751
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,273,751
- Net assets (BOY)
- $15,247,375
Income & contributions
- Employer contributions
- $1,434,971
- Participant contributions
- $748,298
- Total contributions
- $2,287,996
- Total income / additions
- $4,720,454
Expenses & distributions
- Benefits paid
- $567,699
- Administrative expenses
- $126,379
- Total expenses
- $694,078
- Net increase / (decrease)
- $4,026,376
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Independent Financial Partners | NONE | $56,525 | not reported in the loaded dataset | 2023 |