Plain-English plan 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, Connex Credit Union, Inc. 401(K) Plan And Trust is a benefit plan reported by Connex Credit Union, Inc. under EIN 06-0655052 and plan number 002. The latest loaded filing year is 2023. The filing reports 190 participants and $18,096,031 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,096,031
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,096,031
- Net assets (BOY)
- $15,181,568
Income & contributions
- Employer contributions
- $298,093
- Participant contributions
- $710,690
- Total contributions
- $1,011,340
- Total income / additions
- $3,483,553
Expenses & distributions
- Benefits paid
- $566,168
- Administrative expenses
- $2,922
- Total expenses
- $569,090
- Net increase / (decrease)
- $2,914,463