2023 Form 5500 filing — Credit Union One 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 20241015163936NAL0015094323001) for Credit Union One Capital Accumulation Plan, reported by Credit Union One under EIN 38-0536242 and plan number 033. It reports 457 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163936NAL0015094323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Credit Union One
- EIN
- 38-0536242
- Plan number
- 033
- Location
- Ferndale, MI
- Participants
- 457
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,589,772
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,589,772
- Employer contributions
- $459,401
- Participant contributions
- $1,690,241
- Total income / additions
- $6,678,502
- Benefits paid
- $2,239,957
- Administrative expenses
- $90,841
- Total expenses
- $2,330,798
- Net increase / (decrease)
- $4,347,704
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $53,380 | $0 |
| Hantz Financial Services Inc | INVESTMENT ADVISOR | $36,557 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $904 | not reported in the loaded dataset |