St. Mary'S Credit Union 401(K) Retirement Plan — Form 5500 plan (St. Mary'S Credit Union)
Plain-English plan 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, St. Mary'S Credit Union 401(K) Retirement Plan is a benefit plan reported by St. Mary'S Credit Union under EIN 04-1802000 and plan number 002. The latest loaded filing year is 2023. The filing reports 190 participants and $30,259,617 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Mary'S Credit Union
- EIN
- 04-1802000
- Plan number
- 002
- Plan type
- 2
- Location
- Marlborough, MA
- Latest filing year
- 2023
- Participants
- 190
- End-of-year plan assets
- $30,259,617
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 190 | H, C | 20240912153213NAL0010340961001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,259,617
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,259,617
- Net assets (BOY)
- $25,839,227
Income & contributions
- Employer contributions
- $685,223
- Participant contributions
- $811,486
- Total contributions
- $1,735,182
- Total income / additions
- $6,224,745
Expenses & distributions
- Benefits paid
- $1,785,245
- Administrative expenses
- $19,110
- Total expenses
- $1,804,355
- Net increase / (decrease)
- $4,420,390
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $19,110 | $0 | 2023 |