2023 Form 5500 filing — Mountain America 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 20240926110904NAL0000336947001) for Mountain America Federal Credit Union 401(K) Plan, reported by Mountain America Federal Credit Union under EIN 87-0172956 and plan number 001. It reports 3,808 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926110904NAL0000336947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mountain America Federal Credit Union
- EIN
- 87-0172956
- Plan number
- 001
- Location
- Sandy, UT
- Participants
- 3,808
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $206,034,563
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $206,034,563
- Employer contributions
- $9,256,923
- Participant contributions
- $14,234,705
- Total income / additions
- $57,114,797
- Benefits paid
- $12,816,288
- Administrative expenses
- $297,554
- Total expenses
- $13,117,986
- Net increase / (decrease)
- $43,996,811
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $231,155 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $28,899 | not reported in the loaded dataset |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $28,125 | not reported in the loaded dataset |
| Resources Investment Advisors LLC | INVESTMENT ADVISOR | $9,375 | not reported in the loaded dataset |