Complex Community Federal Credit Union 401(K) Plan And Trust — Form 5500 plan (Complex Community 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, Complex Community Federal Credit Union 401(K) Plan And Trust is a benefit plan reported by Complex Community Federal Credit Union under EIN 75-1087169 and plan number 002. The latest loaded filing year is 2023. The filing reports 173 participants and $15,018,704 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Complex Community Federal Credit Union
- EIN
- 75-1087169
- Plan number
- 002
- Plan type
- 2
- Location
- Odessa, TX
- Latest filing year
- 2023
- Participants
- 173
- End-of-year plan assets
- $15,018,704
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20241012142622NAL0024537009001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,018,704
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,018,704
- Net assets (BOY)
- $13,078,915
Income & contributions
- Employer contributions
- $595,499
- Participant contributions
- $673,065
- Total contributions
- $1,268,564
- Total income / additions
- $3,168,722
Expenses & distributions
- Benefits paid
- $1,157,154
- Administrative expenses
- $71,779
- Total expenses
- $1,228,933
- Net increase / (decrease)
- $1,939,789
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $59,119 | $0 | 2023 |
| Members Capital Advisors, Inc. | NONE | $12,660 | not reported in the loaded dataset | 2023 |