Plan5500

Day Air Credit Union, Inc. 401(K) Plan — Form 5500 plan (Day Air Credit Union, Inc.)

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, Day Air Credit Union, Inc. 401(K) Plan is a benefit plan reported by Day Air Credit Union, Inc. under EIN 31-0546041 and plan number 002. The latest loaded filing year is 2023. The filing reports 128 participants and $8,576,466 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Day Air Credit Union, Inc.
EIN
31-0546041
Plan number
002
Plan type
2
Location
Kettering, OH
Latest filing year
2023
Participants
128
End-of-year plan assets
$8,576,466

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023128H, C20240730102626NAL0033950432001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,576,466
Total liabilities (EOY)
$0
Net assets (EOY)
$8,576,466
Net assets (BOY)
$6,973,872

Income & contributions

Employer contributions
$334,712
Participant contributions
$628,320
Total contributions
$963,032
Total income / additions
$2,092,322

Expenses & distributions

Benefits paid
$435,243
Administrative expenses
$54,485
Total expenses
$489,728
Net increase / (decrease)
$1,602,594

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$30,639$422023
Everhart AdvisorsNONE$13,160not reported in the loaded dataset2023
M Holdings Securities, Inc.NONE$10,686not reported in the loaded dataset2023

Related Form 5500 pages