2023 Form 5500 filing — Communication 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 20241015165634NAL0030416593001) for Communication Federal Credit Union 401(K) Plan, reported by Communication Federal Credit Union under EIN 73-0582460 and plan number 011. It reports 319 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015165634NAL0030416593001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Communication Federal Credit Union
- EIN
- 73-0582460
- Plan number
- 011
- Location
- Oklahoma City, OK
- Participants
- 319
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,901,540
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,901,540
- Employer contributions
- $1,140,415
- Participant contributions
- $877,001
- Total income / additions
- $4,991,042
- Benefits paid
- $1,259,723
- Administrative expenses
- $16,953
- Total expenses
- $1,276,676
- Net increase / (decrease)
- $3,714,366
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Finley & Cook Pllc | ACCOUNTANT/AUDITOR | $11,028 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $5,925 | $0 |