2023 Form 5500 filing — Dakotaland 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 20241002092706NAL0008594417001) for Dakotaland Federal Credit Union 401(K) Plan & Trust, reported by Dakotaland Federal Credit Union under EIN 46-0224867 and plan number 001. It reports 214 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002092706NAL0008594417001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dakotaland Federal Credit Union
- EIN
- 46-0224867
- Plan number
- 001
- Location
- Huron, SD
- Participants
- 214
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,144,905
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,144,905
- Employer contributions
- $513,838
- Participant contributions
- $850,660
- Total income / additions
- $4,140,791
- Benefits paid
- $1,147,651
- Administrative expenses
- $27,366
- Total expenses
- $1,175,017
- Net increase / (decrease)
- $2,965,774
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cpi Qualified Plan Consultants | NONE | $21,376 | not reported in the loaded dataset |
| Envestnet Retirement Solutions, LLC | NONE | $5,990 | not reported in the loaded dataset |