Fort Worth Community Credit Union Retirement Investment Plan — Form 5500 plan (Fort Worth Community 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, Fort Worth Community Credit Union Retirement Investment Plan is a benefit plan reported by Fort Worth Community Credit Union under EIN 75-0796472 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $34,109,629 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fort Worth Community Credit Union
- EIN
- 75-0796472
- Plan number
- 001
- Plan type
- 2
- Location
- Bedford, TX
- Latest filing year
- 2023
- Participants
- 231
- End-of-year plan assets
- $34,109,629
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | H, C | 20241015163847NAL0029133809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,109,629
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,109,629
- Net assets (BOY)
- $31,037,300
Income & contributions
- Employer contributions
- $696,841
- Participant contributions
- $867,479
- Total contributions
- $1,636,905
- Total income / additions
- $6,765,485
Expenses & distributions
- Benefits paid
- $3,677,470
- Administrative expenses
- $15,686
- Total expenses
- $3,693,156
- Net increase / (decrease)
- $3,072,329
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $106,731 | not reported in the loaded dataset | 2023 |