Coast Central Credit Union Employee Retirement Plan — Form 5500 plan (Coast Central 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, Coast Central Credit Union Employee Retirement Plan is a benefit plan reported by Coast Central Credit Union under EIN 94-1287157 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $39,463,181 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coast Central Credit Union
- EIN
- 94-1287157
- Plan number
- 001
- Plan type
- 2
- Location
- Eureka, CA
- Latest filing year
- 2023
- Participants
- 276
- End-of-year plan assets
- $39,463,181
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 276 | H, C | 20240924151418NAL0023216176001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,463,181
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,463,181
- Net assets (BOY)
- $32,366,320
Income & contributions
- Employer contributions
- $1,569,469
- Participant contributions
- $1,014,984
- Total contributions
- $2,809,314
- Total income / additions
- $10,182,101
Expenses & distributions
- Benefits paid
- $3,058,277
- Administrative expenses
- $26,963
- Total expenses
- $3,085,240
- Net increase / (decrease)
- $7,096,861
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Charles Schwab Trust Bank | INVESTMENT MANAGEMENT | $0 | $4,117 | 2023 |