2023 Form 5500 filing — Mazuma Credit Union 401(K) Success 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 20241002104441NAL0004732035001) for Mazuma Credit Union 401(K) Success Sharing Plan, reported by Mazuma Credit Union under EIN 44-0544335 and plan number 002. It reports 303 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002104441NAL0004732035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mazuma Credit Union
- EIN
- 44-0544335
- Plan number
- 002
- Location
- Overland Park, KS
- Participants
- 303
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,938,038
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,938,038
- Employer contributions
- $646,878
- Participant contributions
- $1,199,345
- Total income / additions
- $4,570,543
- Benefits paid
- $715,986
- Administrative expenses
- $81,628
- Total expenses
- $797,614
- Net increase / (decrease)
- $3,772,929
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Two West Capital Advisor LLC | ADVISOR | $48,747 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $32,881 | $0 |