2023 Form 5500 filing — Hanscom Federal Credit Union 401(K) Plan & Trust
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 20240815094128NAL0012941281001) for Hanscom Federal Credit Union 401(K) Plan & Trust, reported by Hanscom Federal Credit Union under EIN 04-2175534 and plan number 011. It reports 350 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240815094128NAL0012941281001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hanscom Federal Credit Union
- EIN
- 04-2175534
- Plan number
- 011
- Location
- Littleton, MA
- Participants
- 350
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,422,491
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,422,491
- Employer contributions
- $2,331,374
- Participant contributions
- $1,641,392
- Total income / additions
- $9,490,951
- Benefits paid
- $3,410,652
- Administrative expenses
- $8,129
- Total expenses
- $3,435,381
- Net increase / (decrease)
- $6,055,570
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley, The Kelliher Corbet | SERVICE PROVIDER | $60,151 | not reported in the loaded dataset |
| John Hancock Retirement Plan Servic | SERVICE PROVIDER | $31,076 | not reported in the loaded dataset |