Clearview Federal Credit Union 401(K) Plan And Trust — Form 5500 plan (Clearview 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, Clearview Federal Credit Union 401(K) Plan And Trust is a benefit plan reported by Clearview Federal Credit Union under EIN 52-6051818 and plan number 001. The latest loaded filing year is 2023. The filing reports 438 participants and $24,675,378 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clearview Federal Credit Union
- EIN
- 52-6051818
- Plan number
- 001
- Plan type
- 2
- Location
- Moon Township, PA
- Latest filing year
- 2023
- Participants
- 438
- End-of-year plan assets
- $24,675,378
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 438 | H, C | 20241018095931NAL0034128977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,675,378
- Net assets (EOY)
- $24,675,378
- Net assets (BOY)
- $23,493,419
Income & contributions
- Employer contributions
- $785,028
- Participant contributions
- $1,374,008
- Total contributions
- $2,513,015
- Total income / additions
- $5,895,249
Expenses & distributions
- Benefits paid
- $4,603,146
- Administrative expenses
- $107,818
- Total expenses
- $4,713,290
- Net increase / (decrease)
- $1,181,959
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $107,631 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $66,676 | $0 | 2023 |
| Definiti | CONTRACT ADMIN | $13,206 | $14,194 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $56 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Clearview Federal Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Moon Township, PA
- Empower Annuity Insurance Company — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Definiti — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation