Dupaco Community Credit Union Salary Savings Plan — Form 5500 plan (Dupaco 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, Dupaco Community Credit Union Salary Savings Plan is a benefit plan reported by Dupaco Community Credit Union under EIN 42-0674206 and plan number 002. The latest loaded filing year is 2023. The filing reports 709 participants and $70,211,111 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dupaco Community Credit Union
- EIN
- 42-0674206
- Plan number
- 002
- Plan type
- 2
- Location
- Dubuque, IA
- Latest filing year
- 2023
- Participants
- 709
- End-of-year plan assets
- $70,211,111
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 709 | H, C | 20241007113406NAL0008829155001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,211,111
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,211,111
- Net assets (BOY)
- $56,205,004
Income & contributions
- Employer contributions
- $4,246,814
- Participant contributions
- $3,935,474
- Total contributions
- $8,702,989
- Total income / additions
- $17,803,503
Expenses & distributions
- Benefits paid
- $3,612,487
- Administrative expenses
- $184,909
- Total expenses
- $3,797,396
- Net increase / (decrease)
- $14,006,107
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Trust Company | CONTRACT ADMINISTRATION | $156,909 | $0 | 2023 |
| Dwc Consultants | INVESTMENT ADVISORY | $28,000 | not reported in the loaded dataset | 2023 |