2023 Form 5500 filing — Credit Union Of Southern California 401(K) 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 20241004161710NAL0012424129001) for Credit Union Of Southern California 401(K) Plan And Trust, reported by Credit Union Of Southern California under EIN 95-1818041 and plan number 002. It reports 462 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004161710NAL0012424129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Credit Union Of Southern California
- EIN
- 95-1818041
- Plan number
- 002
- Location
- Anaheim, CA
- Participants
- 462
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,780,853
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,780,853
- Employer contributions
- $1,766,757
- Participant contributions
- $2,702,986
- Total income / additions
- $11,104,102
- Benefits paid
- $3,180,010
- Administrative expenses
- $54,606
- Total expenses
- $3,233,999
- Net increase / (decrease)
- $7,870,103
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $39,544 | not reported in the loaded dataset |
| Burnham Gibson | INVESTMENT ADVISOR | $10,312 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $4,750 | $0 |