Plan5500

City Credit Union 401(K) Retirement Savings Plan — Form 5500 plan (City 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, City Credit Union 401(K) Retirement Savings Plan is a benefit plan reported by City Credit Union under EIN 75-0692281 and plan number 002. The latest loaded filing year is 2023. The filing reports 131 participants and $6,537,623 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.5MPlan net assets, end of year$6,537,623
Participants131Covered participants reported
Assets / participant$49.9KComputed: assets ÷ participants$49,906 (computed)
Provider compensation$4.2K3 Schedule C provider row(s)$4,189
Plan sponsor
City Credit Union
EIN
75-0692281
Plan number
002
Plan type
2
Location
Dallas, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    131 participants · 2Sch HSch C
    View filing →
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)$6.5M total assets
Net assets$6.5MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$433.5K
Benefits paid / distributions$429.3K
Contributions
Employer$257.8K
Participant$464.6K
Full reported line items

Net assets

Total assets (EOY)
$6,537,623
Total liabilities (EOY)
$0
Net assets (EOY)
$6,537,623
Net assets (BOY)
$5,275,549

Income & contributions

Employer contributions
$257,789
Participant contributions
$464,649
Total contributions
$765,240
Total income / additions
$1,695,579

Expenses & distributions

Benefits paid
$429,316
Administrative expenses
$4,189
Total expenses
$433,505
Net increase / (decrease)
$1,262,074
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 36%Participant 64%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Milliman, Inc.$3.7K
    NONE · Direct $3.7K
  2. 2
    Charles Schwab Trust Bank$507
    NONE · Direct $0 · Indirect $507
  3. 3
    Charles Schwab & Co., Inc.$0
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the City Credit Union 401(K) Retirement Savings Plan?
City Credit Union 401(K) Retirement Savings Plan is reported as sponsored by City Credit Union (EIN 75-0692281, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for City Credit Union 401(K) Retirement Savings Plan?
The latest Form 5500 filing year loaded for City Credit Union 401(K) Retirement Savings Plan is 2023.
How many participants does City Credit Union 401(K) Retirement Savings Plan report?
City Credit Union 401(K) Retirement Savings Plan reports 131 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for City Credit Union 401(K) Retirement Savings Plan?
City Credit Union 401(K) Retirement Savings Plan reports $6,537,623 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages