Centric Federal Credit Union — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Centric Federal Credit Union (EIN 72-0488612) is a plan sponsor located in West Monroe, LA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
72-0488612
Location
West Monroe, LA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$6,823,563
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$6,823,563

Contributions & income

Employer contributions
$226,736
Participant contributions
$292,541
Total income / additions
$1,455,808

Expenses & distributions

Benefits paid / distributions
$501,117
Total expenses
$528,661
Net increase / (decrease)
$927,147

Coverage

Total reported participants
121
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Centric Federal Credit Union plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Centric Federal Credit Union 401(K) Plan And Trust002121$6,823,5632023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Centric Federal Credit Union
YearPlanParticipantsSchedulesFiling
2023Centric Federal Credit Union 401(K) Plan And Trust121H, C20241120140851NAL0002091395001

Related Form 5500 pages