Franklin Mint Federal Credit Union 401(K) — Form 5500 plan (Franklin Mint 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, Franklin Mint Federal Credit Union 401(K) is a benefit plan reported by Franklin Mint Federal Credit Union under EIN 23-2695702 and plan number 002. The latest loaded filing year is 2023. The filing reports 406 participants and $37,512,486 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Franklin Mint Federal Credit Union
- EIN
- 23-2695702
- Plan number
- 002
- Plan type
- 2
- Location
- Chadds Ford, PA
- Latest filing year
- 2023
- Participants
- 406
- End-of-year plan assets
- $37,512,486
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 406 | H, C | 20240725121445NAL0014425921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,512,486
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,512,486
- Net assets (BOY)
- $31,366,051
Income & contributions
- Employer contributions
- $1,063,570
- Participant contributions
- $1,942,230
- Total contributions
- $3,161,550
- Total income / additions
- $9,197,132
Expenses & distributions
- Benefits paid
- $3,045,628
- Administrative expenses
- $5,069
- Total expenses
- $3,050,697
- Net increase / (decrease)
- $6,146,435
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $5,069 | $0 | 2023 |