Security First 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, Security First Federal Credit Union (EIN 74-1119459) is a plan sponsor located in Edinburg, TX with 2 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
74-1119459
Location
Edinburg, TX
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$9,758,937
Total reported liabilities (EOY)
$2,901
Total reported net assets (EOY)
$9,756,036

Contributions & income

Employer contributions
$872,717
Total income / additions
$2,185,830

Expenses & distributions

Benefits paid / distributions
$828,715
Total expenses
$971,040
Net increase / (decrease)
$1,214,790

Coverage

Total reported participants
285
Plans with financial statements
2
Plans with provider compensation
1

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

Security First Federal Credit Union plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Security First Federal Credit Union Retirement Pension Plan022186$9,758,9372023
Security First Employee Benefit Plan Trust50599$02023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Security First Federal Credit Union
YearPlanParticipantsSchedulesFiling
2023Security First Federal Credit Union Retirement Pension Plan186H, C20241003161957NAL0005045091001
2023Security First Employee Benefit Plan Trust99I20241210180007NAL0016139904001

Related Form 5500 pages