2023 Form 5500 filing — California Credit Union Defined Benefit 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 20241122142527NAL0000828691001) for California Credit Union Defined Benefit Plan, reported by California Credit Union under EIN 95-0951410 and plan number 001. It reports 330 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants330
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241122142527NAL0000828691001
Plan sponsor
California Credit Union
EIN
95-0951410
Plan number
001
Location
Glendale, CA
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)$192.5K total assets
Net assets$0Liabilities$192.5K
Money in vs. money out
Total income / additions$11.5M
Total expenses$88.9M
Benefits paid / distributions$88.9M
Contributions
Employer$1.2M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$192,474
Total liabilities (EOY)
$192,474
Net assets (EOY)
$0
Employer contributions
$1,200,000
Total income / additions
$11,505,774
Benefits paid
$88,853,910
Administrative expenses
$3,134
Total expenses
$88,857,044
Net increase / (decrease)
-$77,351,270

Related Form 5500 pages