2023 Form 5500 filing — Union Square 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 20241009082145NAL0009036419001) for Union Square Credit Union 401(K) Plan, reported by Union Square Credit Union under EIN 75-0971964 and plan number 001. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009082145NAL0009036419001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Union Square Credit Union
- EIN
- 75-0971964
- Plan number
- 001
- Location
- Wichita Falls, TX
- Participants
- 160
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,941,393
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,941,393
- Employer contributions
- $456,580
- Participant contributions
- $628,154
- Total income / additions
- $2,982,714
- Benefits paid
- $2,346,223
- Administrative expenses
- $55,462
- Total expenses
- $2,401,685
- Net increase / (decrease)
- $581,029
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Woodbury Financial Services Inc | ADVISOR | $31,291 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $15,263 | $0 |