Plan5500

Cefcu Deferred Compensation Plan And Trust — Form 5500 plan (Citizens Equity First 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, Cefcu Deferred Compensation Plan And Trust is a benefit plan reported by Citizens Equity First Credit Union under EIN 37-6028123 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,139 participants and $124,641,085 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Citizens Equity First Credit Union
EIN
37-6028123
Plan number
002
Plan type
2
Location
Peoria, IL
Latest filing year
2023
Participants
1,139
End-of-year plan assets
$124,641,085

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,139H, C20240726142845NAL0009064227001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$124,641,085
Total liabilities (EOY)
$0
Net assets (EOY)
$124,641,085
Net assets (BOY)
$102,720,611

Income & contributions

Employer contributions
$1,166,274
Participant contributions
$3,680,221
Total contributions
$5,156,440
Total income / additions
$27,195,208

Expenses & distributions

Benefits paid
$5,234,639
Administrative expenses
$40,095
Total expenses
$5,274,734
Net increase / (decrease)
$21,920,474

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$27,714not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$12,382not reported in the loaded dataset2023

Related Form 5500 pages