2023 Form 5500 filing — Altaone 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 20250408171019NAL0011366755001) for Altaone Federal Credit Union 401(K) Plan, reported by Altaone Federal Credit Union under EIN 95-1658623 and plan number 002. It reports 253 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250408171019NAL0011366755001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Altaone Federal Credit Union
- EIN
- 95-1658623
- Plan number
- 002
- Location
- Ridgecrest, CA
- Participants
- 253
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,712,470
- Net assets (EOY)
- $9,712,470
- Employer contributions
- $242,424
- Participant contributions
- $631,657
- Total income / additions
- $2,304,567
- Benefits paid
- $1,182,991
- Administrative expenses
- $28,843
- Total expenses
- $1,211,834
- Net increase / (decrease)
- $1,092,733
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group, LLC | INVESTMENT ADVISORY-PLAN | $21,720 | not reported in the loaded dataset |
| Transamerica Life Insurance Company | RECORD KEEPER | $7,123 | $0 |