2023 Form 5500 filing — Community First Credit Union Capital Accumulation 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 20241015095633NAL0055461682001) for Community First Credit Union Capital Accumulation Plan, reported by Community First Credit Union under EIN 39-6264347 and plan number 033. It reports 860 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)$35.9MReported net assets$35,890,578
Participants860
Provider compensation$124.2K2 Schedule C row(s)$124,249
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015095633NAL0055461682001
- Plan sponsor
- Community First Credit Union
- EIN
- 39-6264347
- Plan number
- 033
- Location
- Neenah, WI
- 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)$35.9M total assets
Net assets$35.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $35,890,578
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,890,578
- Employer contributions
- $0
- Participant contributions
- $2,598,123
- Total income / additions
- $8,147,125
- Benefits paid
- $2,456,621
- Administrative expenses
- $124,249
- Total expenses
- $2,580,870
- Net increase / (decrease)
- $5,566,255
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $118,953 | $0 |
| Members Capital Advisors, Inc. | NONE | $5,296 | not reported in the loaded dataset |