2023 Form 5500 filing — Cfcu Community 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 20241015074759NAL0046948160001) for Cfcu Community Credit Union 401(K) Plan, reported by Cfcu Community Credit Union under EIN 15-0574036 and plan number 002. It reports 284 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015074759NAL0046948160001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cfcu Community Credit Union
- EIN
- 15-0574036
- Plan number
- 002
- Location
- Ithaca, NY
- Participants
- 284
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,879,729
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,879,729
- Employer contributions
- $1,477,782
- Participant contributions
- $935,910
- Total income / additions
- $6,547,489
- Benefits paid
- $1,963,682
- Administrative expenses
- $39,214
- Total expenses
- $2,002,896
- Net increase / (decrease)
- $4,544,593
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Hays Financial Group, LLC | INVESTMENT ADVISOR | $37,757 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,157 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $300 | not reported in the loaded dataset |