2023 Form 5500 filing — Copper State 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 20240829111422NAL0013017953001) for Copper State Credit Union 401(K) Plan, reported by Copper State Credit Union under EIN 86-6050693 and plan number 001. It reports 408 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$11.2MReported net assets$11,214,436
Participants408
Provider compensation$57.1K1 Schedule C row(s)$57,087
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240829111422NAL0013017953001
- Plan sponsor
- Copper State Credit Union
- EIN
- 86-6050693
- Plan number
- 001
- Location
- Phoenix, AZ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$11.2M total assets
Net assets$11.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,214,436
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,214,436
- Employer contributions
- $363,809
- Participant contributions
- $641,368
- Total income / additions
- $2,451,996
- Benefits paid
- $533,025
- Administrative expenses
- $57,087
- Total expenses
- $590,112
- Net increase / (decrease)
- $1,861,884
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Betterment For Business, LLC | RECORDKEEPER | $57,087 | not reported in the loaded dataset |