2023 Form 5500 filing — Sunwest Federal Credit Union Defined Benefit Plan And 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 20241010112959NAL0019993009001) for Sunwest Federal Credit Union Defined Benefit Plan And Trust, reported by Sunwest Federal Credit Union under EIN 86-0097752 and plan number 001. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010112959NAL0019993009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sunwest Federal Credit Union
- EIN
- 86-0097752
- Plan number
- 001
- Location
- Glendale, AZ
- Participants
- 146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,744,060
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,744,060
- Total income / additions
- $1,704,444
- Benefits paid
- $2,764,093
- Administrative expenses
- $81,837
- Total expenses
- $2,845,930
- Net increase / (decrease)
- -$1,141,486
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Advanced Capital Group, Inc. | NONE | $47,171 | not reported in the loaded dataset |
| October Three Consulting LLC | NONE | $27,165 | not reported in the loaded dataset |
| Us Bank | TRUST | $7,500 | not reported in the loaded dataset |