2023 Form 5500 filing — Cefcu Deferred Compensation Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726142845NAL0009064227001) for Cefcu Deferred Compensation Plan And Trust, reported by Citizens Equity First Credit Union under EIN 37-6028123 and plan number 002. It reports 1,139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726142845NAL0009064227001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Citizens Equity First Credit Union
- EIN
- 37-6028123
- Plan number
- 002
- Location
- Peoria, IL
- Participants
- 1,139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $124,641,085
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $124,641,085
- Employer contributions
- $1,166,274
- Participant contributions
- $3,680,221
- Total income / additions
- $27,195,208
- Benefits paid
- $5,234,639
- Administrative expenses
- $40,095
- Total expenses
- $5,274,734
- Net increase / (decrease)
- $21,920,474
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $27,714 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $12,382 | not reported in the loaded dataset |