Community Resource Credit Union 401(K) Plan — Form 5500 plan (Community Resource 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 Resource Credit Union 401(K) Plan is a benefit plan reported by Community Resource Credit Union under EIN 74-1109927 and plan number 002. The latest loaded filing year is 2023. The filing reports 210 participants and $15,268,243 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Resource Credit Union
- EIN
- 74-1109927
- Plan number
- 002
- Plan type
- 2
- Location
- Baytown, TX
- Latest filing year
- 2023
- Participants
- 210
- End-of-year plan assets
- $15,268,243
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 210 | H, C | 20240920121313NAL0007457201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,268,243
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,268,243
- Net assets (BOY)
- $13,140,360
Income & contributions
- Employer contributions
- $531,027
- Participant contributions
- $590,526
- Total contributions
- $1,139,704
- Total income / additions
- $3,176,956
Expenses & distributions
- Benefits paid
- $1,027,361
- Administrative expenses
- $21,712
- Total expenses
- $1,049,073
- Net increase / (decrease)
- $2,127,883
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $61,808 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors, LLC | NONE | $8,961 | not reported in the loaded dataset | 2023 |