2023 Form 5500 filing — Safe Federal Credit Union 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240802135949NAL0014258931001) for Safe Federal Credit Union 401(K) Plan, reported by Safe Federal Credit Union under EIN 57-0374874 and plan number 002. It reports 367 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240802135949NAL0014258931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Safe Federal Credit Union
- EIN
- 57-0374874
- Plan number
- 002
- Location
- Sumter, SC
- Participants
- 367
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,147,176
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,147,176
- Employer contributions
- $1,692,075
- Participant contributions
- $1,082,400
- Total income / additions
- $7,174,027
- Benefits paid
- $1,327,718
- Administrative expenses
- $82,709
- Total expenses
- $1,410,427
- Net increase / (decrease)
- $5,763,600
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Capital Markets LLC | NONE | $41,864 | not reported in the loaded dataset |
| T Rowe Price Rps Inc | NONE | $40,862 | $0 |