Summit Federal Credit Un — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, Summit Federal Credit Un (EIN 16-0754720) is a plan sponsor located in Rochester, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 16-0754720
- Location
- Rochester, NY
- Loaded plans
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $61,377,516
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $61,377,516
Contributions & income
- Employer contributions
- $259,703
- Participant contributions
- $1,289,260
- Total income / additions
- $8,796,463
Expenses & distributions
- Benefits paid / distributions
- $2,428,030
- Total expenses
- $2,656,172
- Net increase / (decrease)
- $6,140,291
Coverage
- Total reported participants
- 1,660
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| The Summit Federal Credit Union Pension Plan | 001 | 337 | $34,049,221 | 2023 |
| The Summit Federal Credit Union 401(K) Plan | 002 | 297 | $27,328,295 | 2023 |
| The Summit Federal Credit Union Life And Ad&D Plan | 504 | 247 | not reported in the loaded dataset | 2023 |
| The Summit Federal Credit Union Eap Plan | 506 | 241 | not reported in the loaded dataset | 2023 |
| The Summit Federal Credit Union Long Term Disability Plan | 505 | 231 | not reported in the loaded dataset | 2023 |
| The Summit Federal Credit Union Dental Plan | 502 | 178 | not reported in the loaded dataset | 2023 |
| The Summit Federal Credit Union Medical Plan | 501 | 129 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | The Summit Federal Credit Union Medical Plan | 129 | — | 20240508111148NAL0037443729001 |
| 2023 | The Summit Federal Credit Union Dental Plan | 178 | — | 20240508111254NAL0015005251001 |
| 2023 | The Summit Federal Credit Union Life And Ad&D Plan | 247 | — | 20240508111436NAL0025757427001 |
| 2023 | The Summit Federal Credit Union Long Term Disability Plan | 231 | — | 20240508111724NAL0032780640001 |
| 2023 | The Summit Federal Credit Union Pension Plan | 337 | H, C | 20250410082546NAL0023936497001 |
| 2023 | The Summit Federal Credit Union 401(K) Plan | 297 | H, C | 20250410083509NAL0042331906001 |
| 2023 | The Summit Federal Credit Union Eap Plan | 241 | — | 20250422081948NAL0004016209001 |