Alltru Cu Exempt Plan — Form 5500 plan (Alltru Federal 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, Alltru Cu Exempt Plan is a benefit plan reported by Alltru Federal Credit Union under EIN 43-6079380 and plan number 001. The latest loaded filing year is 2023. The filing reports 60 participants and $6,152,531 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alltru Federal Credit Union
EIN
43-6079380
Plan number
001
Plan type
2
Location
Wentzville, MO
Latest filing year
2023
Participants
60
End-of-year plan assets
$6,152,531

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202360I20240513131409NAL0036489169001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$6,152,531
Total liabilities (EOY)
$0
Net assets (EOY)
$6,152,531
Net assets (BOY)
$4,945,891

Income & contributions

Employer contributions
$176,134
Participant contributions
$361,723
Total income / additions
$1,427,032

Expenses & distributions

Benefits paid
$236,608
Administrative expenses
$41,821
Total expenses
$278,429
Net increase / (decrease)
$1,148,603

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages