2023 Form 5500 filing — Notre Dame Federal Credit Union 401(K) Savings Program
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 20241009153712NAL0018671217001) for Notre Dame Federal Credit Union 401(K) Savings Program, reported by Notre Dame Federal Credit Union under EIN 35-0868189 and plan number 003. It reports 287 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009153712NAL0018671217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Notre Dame Federal Credit Union
- EIN
- 35-0868189
- Plan number
- 003
- Location
- Notre Dame, IN
- Participants
- 287
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,959,706
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,959,706
- Employer contributions
- $841,491
- Participant contributions
- $1,205,769
- Total income / additions
- $3,998,886
- Benefits paid
- $2,180,175
- Administrative expenses
- $1,500
- Total expenses
- $2,181,675
- Net increase / (decrease)
- $1,817,211
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| July Business Services LLC | RECORDKEEPER | $1,500 | not reported in the loaded dataset |
| Lpl Financial LLC | INVESTMENT ADVISOR | $0 | not reported in the loaded dataset |