2023 Form 5500 filing — Safe Credit Union 401(K) Profit-Sharing 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 20240927141425NAL0002208625001) for Safe Credit Union 401(K) Profit-Sharing Plan, reported by Safe Credit Union under EIN 94-1179501 and plan number 002. It reports 969 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927141425NAL0002208625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Safe Credit Union
- EIN
- 94-1179501
- Plan number
- 002
- Location
- Folsom, CA
- Participants
- 969
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,610,491
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $93,610,491
- Employer contributions
- $4,520,930
- Participant contributions
- $4,730,315
- Total income / additions
- $24,287,710
- Benefits paid
- $5,918,045
- Administrative expenses
- $189,597
- Total expenses
- $6,154,403
- Net increase / (decrease)
- $18,133,307
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $119,636 | $0 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $47,500 | not reported in the loaded dataset |
| Resources Investment Advisors, LLC | INVESTMENT MGMT | $22,461 | not reported in the loaded dataset |