2023 Form 5500 filing — Unify Financial 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 20241002111820NAL0008706753001) for Unify Financial Federal Credit Union 401(K) Plan, reported by Unify Financial Federal Credit Union under EIN 34-6541032 and plan number 002. It reports 797 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002111820NAL0008706753001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unify Financial Federal Credit Union
- EIN
- 34-6541032
- Plan number
- 002
- Location
- Torrance, CA
- Participants
- 797
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,687,213
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,687,213
- Employer contributions
- $2,000,353
- Participant contributions
- $3,848,866
- Total income / additions
- $14,646,086
- Benefits paid
- $5,371,397
- Administrative expenses
- $55,992
- Total expenses
- $5,426,691
- Net increase / (decrease)
- $9,219,395
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER/TRUSTEE | $33,775 | $0 |
| Strategic Advisors | ADVISOR | $21,799 | not reported in the loaded dataset |