Cfcu Community Credit Union 401(K) Plan — Form 5500 plan (Cfcu Community Credit Union)
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, Cfcu Community Credit Union 401(K) Plan is a benefit plan reported by Cfcu Community Credit Union under EIN 15-0574036 and plan number 002. The latest loaded filing year is 2023. The filing reports 284 participants and $28,879,729 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cfcu Community Credit Union
- EIN
- 15-0574036
- Plan number
- 002
- Plan type
- 2
- Location
- Ithaca, NY
- Latest filing year
- 2023
- Participants
- 284
- End-of-year plan assets
- $28,879,729
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 284 | H, C | 20241015074759NAL0046948160001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,879,729
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,879,729
- Net assets (BOY)
- $24,335,136
Income & contributions
- Employer contributions
- $1,477,782
- Participant contributions
- $935,910
- Total contributions
- $2,504,413
- Total income / additions
- $6,547,489
Expenses & distributions
- Benefits paid
- $1,963,682
- Administrative expenses
- $39,214
- Total expenses
- $2,002,896
- Net increase / (decrease)
- $4,544,593
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Hays Financial Group, LLC | INVESTMENT ADVISOR | $37,757 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,157 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cfcu Community Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Ithaca, NY
- The Hays Financial Group, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation