Campus Federal Credit Union 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Campus 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, Campus Federal Credit Union 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Campus Federal Credit Union under EIN 72-0452899 and plan number 001. The latest loaded filing year is 2023. The filing reports 203 participants and $19,638,756 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Campus Federal Credit Union
- EIN
- 72-0452899
- Plan number
- 001
- Plan type
- 2
- Location
- Baton Rouge, LA
- Latest filing year
- 2023
- Participants
- 203
- End-of-year plan assets
- $19,638,756
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 203 | H, C | 20240828103916NAL0011728385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,638,756
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,638,756
- Net assets (BOY)
- $17,503,415
Income & contributions
- Employer contributions
- $627,567
- Participant contributions
- $744,343
- Total contributions
- $1,434,626
- Total income / additions
- $4,414,977
Expenses & distributions
- Benefits paid
- $2,194,716
- Administrative expenses
- $84,920
- Total expenses
- $2,279,636
- Net increase / (decrease)
- $2,135,341
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisor Networks | NONE | $38,928 | not reported in the loaded dataset | 2023 |
| Thirtynorth Investments, LLC | NONE | $23,319 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $22,672 | $0 | 2023 |