How many benefit plans does Desert Financial Credit Union report on Form 5500?

Desert Financial Credit Union (EIN 86-0096740) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Desert Financial Credit Union?

The Employer Identification Number (EIN) reported for Desert Financial Credit Union is 86-0096740.

What is the latest Form 5500 filing year for Desert Financial Credit Union?

The latest loaded Form 5500 filing year for Desert Financial Credit Union is 2023.

Desert Financial 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, Desert Financial Credit Union (EIN 86-0096740) is a plan sponsor located in Phoenix, AZ with 3 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: 86-0096740
Location: Phoenix, AZ
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $146,377,677
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $146,377,677

Contributions & income

Employer contributions: $7,458,694
Participant contributions: $6,697,541
Total income / additions: $35,508,679

Expenses & distributions

Benefits paid / distributions: $9,550,584
Total expenses: $9,803,037
Net increase / (decrease): $25,705,642

Coverage

Total reported participants: 3,426
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

Desert Financial Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Desert Financial Credit Union 401(K) Profit Sharing Plan	003	1,487	$106,864,129	2023
Desert Financial Credit Union Retirement Plan	001	746	$39,513,548	2023
Desert Financial Credit Union Employee Benefit Plan	501	1,193	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Desert Financial Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Desert Financial Credit Union Employee Benefit Plan	1,193	—	20240718154917NAL0005866785001
2023	Desert Financial Credit Union 401(K) Profit Sharing Plan	1,487	H, C	20240819161803NAL0001770129001
2023	Desert Financial Credit Union Retirement Plan	746	H, C	20240828200231NAL0007058691001