Complex Community 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, Complex Community Federal Credit Union (EIN 75-1087169) is a plan sponsor located in Odessa, TX 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
75-1087169
Location
Odessa, TX
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$15,018,704
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$15,018,704

Contributions & income

Employer contributions
$595,499
Participant contributions
$673,065
Total income / additions
$3,168,722

Expenses & distributions

Benefits paid / distributions
$1,157,154
Total expenses
$1,228,933
Net increase / (decrease)
$1,939,789

Coverage

Total reported participants
313
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

Complex Community Federal Credit Union plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Complex Community Federal Credit Union 401(K) Plan And Trust002173$15,018,7042023
Complex Community Federal Credit Union Welfare Benefit Plan501140not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Complex Community Federal Credit Union
YearPlanParticipantsSchedulesFiling
2023Complex Community Federal Credit Union Welfare Benefit Plan14020240703170538NAL0004617731001
2023Complex Community Federal Credit Union 401(K) Plan And Trust173H, C20241012142622NAL0024537009001

Related Form 5500 pages