2023 Form 5500 filing — Chevron Federal 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 20241004121422NAL0012199025001) for Chevron Federal Credit Union 401(K) Plan, reported by Chevron Federal Credit Union under EIN 94-0878385 and plan number 003. It reports 454 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004121422NAL0012199025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chevron Federal Credit Union
- EIN
- 94-0878385
- Plan number
- 003
- Location
- Concord, CA
- Participants
- 454
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,540,004
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,540,004
- Employer contributions
- $3,775,478
- Participant contributions
- $3,003,579
- Total income / additions
- $16,766,866
- Benefits paid
- $3,796,712
- Administrative expenses
- $78,008
- Total expenses
- $3,874,720
- Net increase / (decrease)
- $12,892,146
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $77,922 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |