Bethpage Federal Credit Union 401(K) Thrift Plan — Form 5500 plan (Bethpage 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, Bethpage Federal Credit Union 401(K) Thrift Plan is a benefit plan reported by Bethpage Federal Credit Union under EIN 11-1525965 and plan number 002. The latest loaded filing year is 2023. The filing reports 955 participants and $93,817,794 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bethpage Federal Credit Union
- EIN
- 11-1525965
- Plan number
- 002
- Plan type
- 2
- Location
- Bethpage, NY
- Latest filing year
- 2023
- Participants
- 955
- End-of-year plan assets
- $93,817,794
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 955 | H, C | 20240918065250NAL0004196529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $93,817,794
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $93,817,794
- Net assets (BOY)
- $78,525,143
Income & contributions
- Employer contributions
- $3,676,153
- Participant contributions
- $4,395,756
- Total contributions
- $8,549,785
- Total income / additions
- $21,803,856
Expenses & distributions
- Benefits paid
- $6,454,486
- Administrative expenses
- $71,309
- Total expenses
- $6,511,205
- Net increase / (decrease)
- $15,292,651
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVEST MGMT | $51,332 | not reported in the loaded dataset | 2023 |
| Wmpower Life & Annuity | RECORD KEEPER | $19,977 | $0 | 2023 |