Suffolk Federal Credit Union Capital Accumulation Plan — Form 5500 plan (Suffolk 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, Suffolk Federal Credit Union Capital Accumulation Plan is a benefit plan reported by Suffolk Credit Union under EIN 11-2200411 and plan number 033. The latest loaded filing year is 2023. The filing reports 275 participants and $13,399,508 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Suffolk Credit Union
- EIN
- 11-2200411
- Plan number
- 033
- Plan type
- 2
- Location
- Medford, NY
- Latest filing year
- 2023
- Participants
- 275
- End-of-year plan assets
- $13,399,508
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 275 | H, C | 20241011165400NAL0012779235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,399,508
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,399,508
- Net assets (BOY)
- $11,407,675
Income & contributions
- Employer contributions
- $932,659
- Participant contributions
- $924,498
- Total contributions
- $2,194,451
- Total income / additions
- $3,962,134
Expenses & distributions
- Benefits paid
- $1,904,589
- Administrative expenses
- $65,712
- Total expenses
- $1,970,301
- Net increase / (decrease)
- $1,991,833
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sentinel Benefits Group, LLC | NONE | $35,846 | not reported in the loaded dataset | 2023 |
| Sentinel Pension Advisors | NONE | $26,213 | not reported in the loaded dataset | 2023 |