Datcu Credit Union 401(K) Retirement Plan — Form 5500 plan (Datcu 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, Datcu Credit Union 401(K) Retirement Plan is a benefit plan reported by Datcu Credit Union under EIN 75-0813379 and plan number 002. The latest loaded filing year is 2023. The filing reports 213 participants and $26,384,410 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Datcu Credit Union
- EIN
- 75-0813379
- Plan number
- 002
- Plan type
- 2
- Location
- Corinth, TX
- Latest filing year
- 2023
- Participants
- 213
- End-of-year plan assets
- $26,384,410
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 213 | H, C | 20240904104723NAL0011091251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,384,410
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,384,410
- Net assets (BOY)
- $22,100,176
Income & contributions
- Employer contributions
- $989,555
- Participant contributions
- $939,841
- Total contributions
- $1,929,396
- Total income / additions
- $5,759,998
Expenses & distributions
- Benefits paid
- $1,472,206
- Administrative expenses
- $3,558
- Total expenses
- $1,475,764
- Net increase / (decrease)
- $4,284,234
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $3,558 | $0 | 2023 |