California Credit Union 401(K) Plan — Form 5500 plan (California 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, California Credit Union 401(K) Plan is a benefit plan reported by California Credit Union under EIN 95-0951410 and plan number 002. The latest loaded filing year is 2023. The filing reports 797 participants and $98,568,011 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Credit Union
- EIN
- 95-0951410
- Plan number
- 002
- Plan type
- 2
- Location
- Glendale, CA
- Latest filing year
- 2023
- Participants
- 797
- End-of-year plan assets
- $98,568,011
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 797 | H, C | 20240716111033NAL0002442721001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $98,568,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $98,568,011
- Net assets (BOY)
- $84,245,957
Income & contributions
- Employer contributions
- $2,603,556
- Participant contributions
- $3,866,841
- Total contributions
- $6,873,098
- Total income / additions
- $20,217,689
Expenses & distributions
- Benefits paid
- $5,852,292
- Administrative expenses
- $43,343
- Total expenses
- $5,895,635
- Net increase / (decrease)
- $14,322,054
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $42,938 | $0 | 2023 |