Cse Federal Credit Union 401(K) Plan And Trust — Form 5500 plan (Cse Federal 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, Cse Federal Credit Union 401(K) Plan And Trust is a benefit plan reported by Cse Federal Credit Union under EIN 72-0433983 and plan number 003. The latest loaded filing year is 2023. The filing reports 133 participants and $12,698,201 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cse Federal Credit Union
- EIN
- 72-0433983
- Plan number
- 003
- Plan type
- 2
- Location
- Lake Charles, LA
- Latest filing year
- 2023
- Participants
- 133
- End-of-year plan assets
- $12,698,201
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20241015153502NAL0014979219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,698,201
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,698,201
- Net assets (BOY)
- $12,721,360
Income & contributions
- Employer contributions
- $658,314
- Participant contributions
- $393,091
- Total contributions
- $1,070,996
- Total income / additions
- $2,643,175
Expenses & distributions
- Benefits paid
- $2,624,279
- Administrative expenses
- $42,055
- Total expenses
- $2,666,334
- Net increase / (decrease)
- -$23,159
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $32,405 | $0 | 2023 |
| Members Capital Advisors, Inc. | NONE | $9,650 | not reported in the loaded dataset | 2023 |