Lafayette Federal Credit Union — 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, Lafayette Federal Credit Union (EIN 53-0197895) is a plan sponsor located in Rockville, MD with 4 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
53-0197895
Location
Rockville, MD
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Lafayette Federal Credit Union

  • 4 loaded plans hold $25.3M in reported assets.
  • The largest, Lafayette Federal Credit Union 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 610 reported participants.
  • 1 of 4 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$25.3MSummed across loaded plans$25,281,574
Total reported assets$25.3M$25,281,574
Total reported participants610
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$25.3M total assets
Net assets$25.3MLiabilities$0
Contributions & income
Employer contributions$440.6K
Participant contributions$1.1M
Total income / additions$5.5M
Expenses & distributions
Benefits paid / distributions$986.7K
Total expenses$1.1M
Net increase / (decrease)$4.4M

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation1 / 4 (25%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Lafayette Federal Credit Union 401(K) Plan
Participants per plan153Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 203 participants · 2023
  2. 2
    Plan #502 · 152 participants · 2023
  3. 3
    Lafayette Federal Credit Union Medical Plannot reported in the loaded dataset
    Plan #501 · 129 participants · 2023
  4. 4
    Lafayette Federal Credit Union Hra Plannot reported in the loaded dataset
    Plan #503 · 126 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Lafayette Federal Credit Union. Open one for its full reported snapshot.

  1. 2023
    Lafayette Federal Credit Union Medical Plan129 participants · 2No schedules
    View filing →
  2. 2023
    Lafayette Federal Credit Union Life And Disability Plan152 participants · 2No schedules
    View filing →
  3. 2023
    Lafayette Federal Credit Union Hra Plan126 participants · 2No schedules
    View filing →
  4. 2023
    Lafayette Federal Credit Union 401(K) Plan203 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Lafayette Federal Credit Union report on Form 5500?
Lafayette Federal Credit Union (EIN 53-0197895) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Lafayette Federal Credit Union?
The Employer Identification Number (EIN) reported for Lafayette Federal Credit Union is 53-0197895.
What is the latest Form 5500 filing year for Lafayette Federal Credit Union?
The latest loaded Form 5500 filing year for Lafayette Federal Credit Union is 2023.

Related Form 5500 pages