Unify Financial Federal Credit Union 401(K) Plan — Form 5500 plan (Unify Financial 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, Unify Financial Federal Credit Union 401(K) Plan is a benefit plan reported by Unify Financial Federal Credit Union under EIN 34-6541032 and plan number 002. The latest loaded filing year is 2023. The filing reports 797 participants and $59,687,213 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unify Financial Federal Credit Union
- EIN
- 34-6541032
- Plan number
- 002
- Plan type
- 2
- Location
- Torrance, CA
- Latest filing year
- 2023
- Participants
- 797
- End-of-year plan assets
- $59,687,213
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 797 | H, C | 20241002111820NAL0008706753001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,687,213
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,687,213
- Net assets (BOY)
- $50,467,818
Income & contributions
- Employer contributions
- $2,000,353
- Participant contributions
- $3,848,866
- Total contributions
- $6,220,955
- Total income / additions
- $14,646,086
Expenses & distributions
- Benefits paid
- $5,371,397
- Administrative expenses
- $55,992
- Total expenses
- $5,426,691
- Net increase / (decrease)
- $9,219,395
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER/TRUSTEE | $33,775 | $0 | 2023 |
| Strategic Advisors | ADVISOR | $21,799 | not reported in the loaded dataset | 2023 |