Workers Federal Credit Union 401(K) Retirement Plan — Form 5500 plan (Workers Federal 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, Workers Federal Credit Union 401(K) Retirement Plan is a benefit plan reported by Workers Federal Credit Union under EIN 04-2079901 and plan number 002. The latest loaded filing year is 2023. The filing reports 457 participants and $41,025,151 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Workers Federal Credit Union
- EIN
- 04-2079901
- Plan number
- 002
- Plan type
- 2
- Location
- Littleton, MA
- Latest filing year
- 2023
- Participants
- 457
- End-of-year plan assets
- $41,025,151
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 457 | H, C | 20240909100346NAL0005354449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,025,151
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,025,151
- Net assets (BOY)
- $38,686,024
Income & contributions
- Employer contributions
- $1,200,024
- Participant contributions
- $2,465,819
- Total contributions
- $4,121,643
- Total income / additions
- $10,619,492
Expenses & distributions
- Benefits paid
- $8,214,970
- Administrative expenses
- $65,395
- Total expenses
- $8,280,365
- Net increase / (decrease)
- $2,339,127
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dietz & Lynch Capital | INVESTMENT ADVISORY | $31,223 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Inst Oper Co | RECORDKEEPER | $22,545 | $0 | 2023 |
| The Angell Pension Group, Inc | TPA | $11,628 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Workers Federal Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Littleton, MA
- Dietz & Lynch Capital — Schedule C compensation
- Fidelity Investments Inst Oper Co — Schedule C compensation
- The Angell Pension Group, Inc — Schedule C compensation