Communication Federal Credit Union 401(K) Plan — Form 5500 plan (Communication 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, Communication Federal Credit Union 401(K) Plan is a benefit plan reported by Communication Federal Credit Union under EIN 73-0582460 and plan number 011. The latest loaded filing year is 2023. The filing reports 319 participants and $22,901,540 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Communication Federal Credit Union
- EIN
- 73-0582460
- Plan number
- 011
- Plan type
- 2
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 319
- End-of-year plan assets
- $22,901,540
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 319 | H, C | 20241015165634NAL0030416593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,901,540
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,901,540
- Net assets (BOY)
- $19,187,174
Income & contributions
- Employer contributions
- $1,140,415
- Participant contributions
- $877,001
- Total contributions
- $2,099,816
- Total income / additions
- $4,991,042
Expenses & distributions
- Benefits paid
- $1,259,723
- Administrative expenses
- $16,953
- Total expenses
- $1,276,676
- Net increase / (decrease)
- $3,714,366
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Finley & Cook Pllc | ACCOUNTANT/AUDITOR | $11,028 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $5,925 | $0 | 2023 |