Arrowhead Central Credit Union 401(K) Plan — Form 5500 plan (Arrowhead 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, Arrowhead Central Credit Union 401(K) Plan is a benefit plan reported by Arrowhead Central Credit Union under EIN 95-1682200 and plan number 003. The latest loaded filing year is 2023. The filing reports 616 participants and $29,220,689 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arrowhead Central Credit Union
- EIN
- 95-1682200
- Plan number
- 003
- Plan type
- 2
- Location
- Rancho Cucamonga, CA
- Latest filing year
- 2023
- Participants
- 616
- End-of-year plan assets
- $29,220,689
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 616 | H, C | 20241007154335NAL0027873968001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,220,689
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,220,689
- Net assets (BOY)
- $23,517,642
Income & contributions
- Employer contributions
- $1,257,138
- Participant contributions
- $2,038,468
- Total contributions
- $3,349,487
- Total income / additions
- $7,388,370
Expenses & distributions
- Benefits paid
- $1,674,986
- Administrative expenses
- $2,902
- Total expenses
- $1,685,323
- Net increase / (decrease)
- $5,703,047
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $2,902 | $0 | 2023 |