2023 Form 5500 filing — Coast Central Credit Union Employee Retirement 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 20240924151418NAL0023216176001) for Coast Central Credit Union Employee Retirement Plan, reported by Coast Central Credit Union under EIN 94-1287157 and plan number 001. It reports 276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924151418NAL0023216176001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coast Central Credit Union
- EIN
- 94-1287157
- Plan number
- 001
- Location
- Eureka, CA
- Participants
- 276
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,463,181
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,463,181
- Employer contributions
- $1,569,469
- Participant contributions
- $1,014,984
- Total income / additions
- $10,182,101
- Benefits paid
- $3,058,277
- Administrative expenses
- $26,963
- Total expenses
- $3,085,240
- Net increase / (decrease)
- $7,096,861
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Schwab Trust Bank | INVESTMENT MANAGEMENT | $0 | $4,117 |