Credit Union Of Southern California 401(K) Plan And Trust — Form 5500 plan (Credit Union Of Southern California)
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, Credit Union Of Southern California 401(K) Plan And Trust is a benefit plan reported by Credit Union Of Southern California under EIN 95-1818041 and plan number 002. The latest loaded filing year is 2023. The filing reports 462 participants and $45,780,853 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Credit Union Of Southern California
- EIN
- 95-1818041
- Plan number
- 002
- Plan type
- 2
- Location
- Anaheim, CA
- Latest filing year
- 2023
- Participants
- 462
- End-of-year plan assets
- $45,780,853
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 462 | H, C | 20241004161710NAL0012424129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,780,853
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,780,853
- Net assets (BOY)
- $37,910,750
Income & contributions
- Employer contributions
- $1,766,757
- Participant contributions
- $2,702,986
- Total contributions
- $4,765,771
- Total income / additions
- $11,104,102
Expenses & distributions
- Benefits paid
- $3,180,010
- Administrative expenses
- $54,606
- Total expenses
- $3,233,999
- Net increase / (decrease)
- $7,870,103
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $39,544 | not reported in the loaded dataset | 2023 |
| Burnham Gibson | INVESTMENT ADVISOR | $10,312 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $4,750 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Credit Union Of Southern California
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Anaheim, CA
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Burnham Gibson — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation