2023 Form 5500 filing — Secu/S3 401(K) Retirement 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 20240925143415NAL0008410499001) for Secu/S3 401(K) Retirement Plan, reported by Secu Credit Union under EIN 52-0627114 and plan number 001. It reports 1,764 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925143415NAL0008410499001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Secu Credit Union
- EIN
- 52-0627114
- Plan number
- 001
- Location
- Linthicum, MD
- Participants
- 1,764
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $100,074,011
- Net assets (EOY)
- $100,074,011
- Employer contributions
- $4,870,247
- Participant contributions
- $6,705,162
- Total income / additions
- $26,067,788
- Benefits paid
- $7,340,282
- Administrative expenses
- $206,478
- Total expenses
- $7,554,542
- Net increase / (decrease)
- $18,513,246
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $206,473 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |