Original filing (PDF)20230510161736NAL0017365491001

First City Credit Union

Name: First City Credit Union — First City Credit Union, Form 5500 (2022)
Creator: First City Credit Union
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

First City Credit Union 401(k) Plan

401(k) retirement plan · First City Credit Union's First City Credit Union 401(k) Plan filed a Form 5500 for plan year 2022, with Principal as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

First City Credit Union's EIN is 95-1679662.

EIN 95-1679662

Plan number 002

Plan year 2022

ACK ID 20230510161736NAL0017365491001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for First City Credit Union from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

First City Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIRST CITY CREDIT UNION.

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How this plan invests

This plan

8 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

FIRST CITY CREDIT UNION

EIN

all filings

Address

P.O. BOX 93727 · PASADENA, CA · 911093727

Phone

(213) 482-3477

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-07-25

Filed

2023-05-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

TURNER, WARREN, HWANG & CONRAD

Trustee / custodian

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$2K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
TURNER, WARREN, HWANG & CONTRAD AC	95-4083485	—	ACCOUNTANT	$0	—

Investments

8 pooled funds· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
PRIN MIDCAP SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020	Pooled Separate Account	$0	—
PRIN LGCAP S&P 500 INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127920 / PN 016	Pooled Separate Account	$0	—
PRIN SMCAP S&P 600 INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127920 / PN 028	Pooled Separate Account	$0	—
PRIN SMALLCAP GROWTH I SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127920 / PN 070	Pooled Separate Account	$0	—
PRIN REAL ESTATE SECS SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127920 / PN 095	Pooled Separate Account	$0	—
PRIN SMALLCAP SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127920 / PN 029	Pooled Separate Account	$0	—
PRIN MIDCAP S&P 400 INDX SA-R PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127920 / PN 023	Pooled Separate Account	$0	—
PRIN INTL EQUITY INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121	Pooled Separate Account	$0	—