2023 Form 5500 filing — Community 1st Credit Union 401(K) Plan
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 20240820135439NAL0004300128001) for Community 1st Credit Union 401(K) Plan, reported by Community 1st Credit Union under EIN 42-0686459 and plan number 033. It reports 310 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240820135439NAL0004300128001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community 1st Credit Union
- EIN
- 42-0686459
- Plan number
- 033
- Location
- Ottumwa, IA
- Participants
- 310
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,273,751
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,273,751
- Employer contributions
- $1,434,971
- Participant contributions
- $748,298
- Total income / additions
- $4,720,454
- Benefits paid
- $567,699
- Administrative expenses
- $126,379
- Total expenses
- $694,078
- Net increase / (decrease)
- $4,026,376
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Independent Financial Partners | NONE | $56,525 | not reported in the loaded dataset |