First Community 401(K) Plan — Form 5500 plan (First 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, First Community 401(K) Plan is a benefit plan reported by First Community Credit Union under EIN 93-0468003 and plan number 011. The latest loaded filing year is 2023. The filing reports 368 participants and $32,484,982 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First Community Credit Union
- EIN
- 93-0468003
- Plan number
- 011
- Plan type
- 2
- Location
- Coquille, OR
- Latest filing year
- 2023
- Participants
- 368
- End-of-year plan assets
- $32,484,982
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 368 | H, C | 20241001142925NAL0007287793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,484,982
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,484,982
- Net assets (BOY)
- $27,883,564
Income & contributions
- Employer contributions
- $567,201
- Participant contributions
- $1,327,546
- Total contributions
- $2,006,186
- Total income / additions
- $6,608,415
Expenses & distributions
- Benefits paid
- $1,935,657
- Administrative expenses
- $62,180
- Total expenses
- $2,006,997
- Net increase / (decrease)
- $4,601,418
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | INVESTMENT ADVISOR | $50,000 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $12,180 | $0 | 2023 |