St. Louis Community Credit Union Capital Accumulation Plan — Form 5500 plan (St. Louis Community 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, St. Louis Community Credit Union Capital Accumulation Plan is a benefit plan reported by St. Louis Community Credit Union under EIN 43-0616804 and plan number 002. The latest loaded filing year is 2023. The filing reports 194 participants and $7,693,792 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.7MPlan net assets, end of year$7,693,792
Participants194Covered participants reported
Assets / participant$39.7KComputed: assets ÷ participants$39,659 (computed)
Provider compensation$31.7K1 Schedule C provider row(s)$31,728
Plan sponsor
St. Louis Community Credit Union
EIN
43-0616804
Plan number
002
Plan type
2
Location
St. Louis, MO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023194H, C20241003141928NAL0004910531001
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)$7.7M total assets
Net assets$7.7MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$287.1K
Participant$493.2K
Full reported line items

Net assets

Total assets (EOY)
$7,693,792
Total liabilities (EOY)
$0
Net assets (EOY)
$7,693,792
Net assets (BOY)
$7,012,424

Income & contributions

Employer contributions
$287,055
Participant contributions
$493,195
Total contributions
$780,250
Total income / additions
$1,841,403

Expenses & distributions

Benefits paid
$1,127,140
Administrative expenses
$32,895
Total expenses
$1,160,035
Net increase / (decrease)
$681,368
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.

Contribution share (employer vs. participant)
Employer 37%Participant 63%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income61%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cmfg Life Insurance CompanyNONE$31,728$02023

Related Form 5500 pages