2023 Form 5500 filing — Nutmeg State Financial 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 20240913112335NAL0011580897001) for Nutmeg State Financial Credit Union 401(K) Plan, reported by Nutmeg State Financial Credit under EIN 06-0655039 and plan number 003. It reports 117 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913112335NAL0011580897001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nutmeg State Financial Credit
- EIN
- 06-0655039
- Plan number
- 003
- Location
- Rocky Hill, CT
- Participants
- 117
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,321,214
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,321,214
- Employer contributions
- $243,948
- Participant contributions
- $502,446
- Total income / additions
- $1,642,184
- Benefits paid
- $1,207,304
- Administrative expenses
- $40,105
- Total expenses
- $1,247,409
- Net increase / (decrease)
- $394,775
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $415 | $0 |