Original filing (PDF)20251006150049NAL0002185219001

FIRST COMMUNITY CREDIT UNION OF BELOIT

Name: FIRST COMMUNITY CREDIT UNION OF BELOIT — FIRST COMMUNITY CREDIT UNION OF BELOIT CAPITAL ACCUMULATION PLAN, Form 5500 (2024)
Creator: FIRST COMMUNITY CREDIT UNION OF BELOIT

Form 5500-SF

FILING_RECEIVED

FIRST COMMUNITY CREDIT UNION OF BELOIT CAPITAL ACCUMULATION PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRST COMMUNITY CREDIT UNION OF BELOIT.

Plan sponsor

Name

FIRST COMMUNITY CREDIT UNION OF BELOIT

EIN

39-0269470

Address

1702 PARK AVENUE · BELOIT, WI · 535113536

Phone

(608) 362-9077

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

033

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

MEMORIAL CREDIT UNION

MEMORIAL CREDIT UNION 401(K) PLAN

$4.1M · 23 participants

UNITED SOUTHEAST FEDERAL CREDIT UNION

UNITED SOUTHEAST FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

$4.1M · 41 participants

FIRST CENTRAL CREDIT UNION

FIRST CENTRAL CREDIT UNION 401(K) PLAN AND TRUST

$4.1M · 64 participants

CO-OP CREDIT UNION OF MONTEVIDEO

CO-OP CREDIT UNION OF MONTEVIDEO 401(K) PLAN AND TRUST

$4.1M · 43 participants

CORNERSTONE CREDIT UNION

CORNERSTONE CREDIT UNION 401(K) PLAN AND TRUST