Chevron Federal Credit Union 401(K) Plan — Form 5500 plan (Chevron 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, Chevron Federal Credit Union 401(K) Plan is a benefit plan reported by Chevron Federal Credit Union under EIN 94-0878385 and plan number 003. The latest loaded filing year is 2023. The filing reports 454 participants and $65,540,004 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chevron Federal Credit Union
- EIN
- 94-0878385
- Plan number
- 003
- Plan type
- 2
- Location
- Concord, CA
- Latest filing year
- 2023
- Participants
- 454
- End-of-year plan assets
- $65,540,004
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 454 | H, C | 20241004121422NAL0012199025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,540,004
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,540,004
- Net assets (BOY)
- $52,647,858
Income & contributions
- Employer contributions
- $3,775,478
- Participant contributions
- $3,003,579
- Total contributions
- $7,381,125
- Total income / additions
- $16,766,866
Expenses & distributions
- Benefits paid
- $3,796,712
- Administrative expenses
- $78,008
- Total expenses
- $3,874,720
- Net increase / (decrease)
- $12,892,146
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $77,922 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |