Dupont Community Credit Union Defined Benefit Plan — Form 5500 plan (Dupont 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, Dupont Community Credit Union Defined Benefit Plan is a benefit plan reported by Dupont Community Credit Union under EIN 54-0662923 and plan number 001. The latest loaded filing year is 2023. The filing reports 354 participants and $40,308,433 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dupont Community Credit Union
EIN
54-0662923
Plan number
001
Plan type
2
Location
Waynesboro, VA
Latest filing year
2023
Participants
354
End-of-year plan assets
$40,308,433

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023354H, C20241007084510NAL0007425939001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,308,433
Total liabilities (EOY)
$0
Net assets (EOY)
$40,308,433
Net assets (BOY)
$35,725,648

Income & contributions

Total contributions
$0
Total income / additions
$4,957,317

Expenses & distributions

Benefits paid
$268,422
Administrative expenses
$106,110
Total expenses
$374,532
Net increase / (decrease)
$4,582,785

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cmfg Life Insurance CompanyNONE$70,740$02023
Members Capital Advisors, Inc.NONE$35,370not reported in the loaded dataset2023

Related Form 5500 pages