Original filing (PDF)20240520171218NAL0000863715001

CABOT COMMUNITY CREDIT UNION

Name: CABOT COMMUNITY CREDIT UNION — CABOT COMMUNITY CREDIT UNION EMPLOYEES MONEY PURCHASE PENSION TRUST, Form 5500 (2023)
Creator: CABOT COMMUNITY CREDIT UNION

Form 5500-SF

FILING_RECEIVED

CABOT COMMUNITY CREDIT UNION EMPLOYEES MONEY PURCHASE PENSION TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 CABOT COMMUNITY CREDIT UNION.

Plan sponsor

Name

CABOT COMMUNITY CREDIT UNION

EIN

75-0887815

Address

P.O. BOX 2217 · PAMPA, TX · 79066

Phone

(806) 665-0847

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-20

Pension benefit codes

2C · Money purchase (other than target benefit)

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

Welfare benefit codes

4B · Life Insurance

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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