Dupage Credit Union Employees 401(K) Profit Sharing Plan — Form 5500 plan (Dupage 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, Dupage Credit Union Employees 401(K) Profit Sharing Plan is a benefit plan reported by Dupage Credit Union under EIN 36-2499724 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $13,919,553 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dupage Credit Union
EIN
36-2499724
Plan number
001
Plan type
2
Location
Naperville, IL
Latest filing year
2023
Participants
163
End-of-year plan assets
$13,919,553

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023163H, C20240708144000NAL0019410048001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,919,553
Total liabilities (EOY)
$0
Net assets (EOY)
$13,919,553
Net assets (BOY)
$11,082,066

Income & contributions

Employer contributions
$251,766
Participant contributions
$848,908
Total contributions
$1,322,431
Total income / additions
$3,138,661

Expenses & distributions

Benefits paid
$243,514
Administrative expenses
$57,660
Total expenses
$301,174
Net increase / (decrease)
$2,837,487

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCADVISOR$29,900not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$27,760$02023

Related Form 5500 pages