Copper State Credit Union 401(K) Plan — Form 5500 plan (Copper State 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, Copper State Credit Union 401(K) Plan is a benefit plan reported by Copper State Credit Union under EIN 86-6050693 and plan number 001. The latest loaded filing year is 2023. The filing reports 408 participants and $11,214,436 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Copper State Credit Union
- EIN
- 86-6050693
- Plan number
- 001
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 408
- End-of-year plan assets
- $11,214,436
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 408 | H, C | 20240829111422NAL0013017953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,214,436
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,214,436
- Net assets (BOY)
- $9,352,552
Income & contributions
- Employer contributions
- $363,809
- Participant contributions
- $641,368
- Total contributions
- $1,039,615
- Total income / additions
- $2,451,996
Expenses & distributions
- Benefits paid
- $533,025
- Administrative expenses
- $57,087
- Total expenses
- $590,112
- Net increase / (decrease)
- $1,861,884
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Betterment For Business, LLC | RECORDKEEPER | $57,087 | not reported in the loaded dataset | 2023 |